Jason Sherman, CFP®, AIF®

Securities offered through LPL Financial, Member FINRA/SIPC, and

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Are you looking forward to #retirement? Are you really prepared for what lies ahead? Discover your retirement journey by downloading our FREE Retire Happy #eBook: https://t.co/EadZ4wlBYa

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

We want to ensure your financial situation matches our expertise. After all, you wouldn't see a Neurosurgeon if you needed heart surgery!

If you're in the market for a seasoned financial advisor, let's connect to see how I can best serve you. https://t.co/ZHDepuffg1

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Markets have adjusted to several changes this year. The pace at which inflation has cooled is slowing and many of last year’s losers are this year’s winners, and vice versa.

Read more of your weekly market commentary here: https://t.co/NHu9weS0cm

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Taxes have you down? Don't sell your stocks before checking out our latest blog on the differences between short- and long-term capital gains and how they affect you. https://t.co/2yI0sTGM0c

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Happy Presidents' Day!

In honor of the holiday, the markets and our office will be closed today.

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Soft landing or no soft landing, that is the question, with all due respect to William Shakespeare. But while this may be the most commonly asked question these days, it may not be the most important or the toughest. Here's your weekly market update:
https://t.co/jaVP733Kqn

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

#JasonsJournal

The IRS adjusted the federal income tax brackets for 2022 to account for inflation. This adjustment will most likely benefit you when it comes to paying taxes. Here are the updated tax brackets for those filing individually and married filing jointly:

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Are you a small business owner?

The SECURE Act 2.0 was signed into law by Congress on December 29, 2022. Find out how this bill could affect you: https://t.co/cZkuyRrdAD

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Happy Valentine's Day!

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

#MotivationMonday

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

#ICYMI

You have enough on your plate. Here's one less thing to worry about.

Read our latest tax prep checklist blog. We've compiled a list of everything you'll need to be ready for tax season: https://t.co/uFZzTgi8jq

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

This month we celebrate the achievements and contributions of Black people throughout America's history in the face of much hardship and discrimination. We stand with you and support you!

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Investors got more excited about international investing late last year. Is there enough good news still yet to come for these markets to continue to outpace the U.S.?

Read more of the weekly commentary here: https://t.co/fHdx8hy2m8

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

With tax season in full swing, you'll need to gather the correct paperwork before filing.

Check out our tax prep checklist. Here's a list of everything you'll need to be ready for tax season: https://t.co/2ln5fQ4mEy

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

#MotivationMonday

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

#ICYMI

Scammers are on the prowl during tax season. Here are a few tips to help you avoid becoming prey.
https://t.co/zL0dp1KCXH

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

#JasonsJournal

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

The end of a rate hike cycle could mean interest rate stabilization or even lower interest rates, another potential driver of equity market gains.

Read more of the weekly commentary here: https://t.co/UjUwdRnrCt

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Identity theft runs rampant during tax season. Here's a list of scams to be aware of and ways to protect yourself from falling victim: https://t.co/o6Qk5EwSgd

[Jason Sherman, CFP®, AIF® @JShermanCFP_AIF]

Let's end the week with a bit of reflection: