Blog: Sherpa’s Pathways to Prosperity
When Financial Uncertainty Rears Its Ugly Head
We can be blindsided at any time by bad news—a death, a job loss, a natural disaster—that makes it hard to know whether we’re still on solid financial ground. If you’re faced with such uncertainty, there are ways to regain much-needed clarity—and steps you can take if you need to get back on track.
Do You Need a Personal Umbrella Policy
Are you prepared to deal with a major lawsuit’s impact on your wealth and financial security? An umbrella policy above and beyond your existing insurance can give you the level of wealth protection you need. Even if you already have a policy in place, you may need to increase your coverage.
Top 7 Reasons to Own Life Insurance
As a Certified Financial Planner® with over two decades of experience, I’ve helped clients navigate the complicated world of life insurance and secure the appropriate coverage for their situation. Here are the top seven reasons to own life insurance: Family income...
The (S) in ESG
The "S" in ESG ESG stands for Environmental, Social and Governance. ESG criteria used to vet a company’s practices in regard to the environment and communities. The “S” in ESG looks at an organization’s business relationships and impact on society, both internally and...
How to know if you need an app, financial advisor or Certified Financial Planner®
As a young adult in the 1980s, I was interested in investing and wanted to become a millionaire. This was pre-Internet so I scoured Money magazine, called the 800 numbers listed in the ads and set up several mutual fund accounts. In the 1990s I had a little more money...
What is Sustainable Investing?
Sustainable Investing (SRI) Sustainable investing sounds great, doesn’t it? But what actually is it? Investing in green energy? Organic-farming? Electric vehicles? There are many terms that refer to sustainable and responsible investing (SRI) -- values-based...
The Three Key Characteristics of Driven Entrepreneurs
Driven entrepreneurs seek to achieve their full potential in business and in life. They possess three key personality traits that help them get there. The good news: You can adopt those traits yourself—if you’re ready and willing to take the right action steps.
Top 8 Misconceptions About Life Insurance
Here the top eight misconceptions about life insurance: My family will be fine. Besides, I get 1x my salary from my employer. Money aside, your family will not be fine. They’ll have a huge hole to fill without you there. I’ve seen surviving spouses immobilized with...
The (G) in ESG
The (G) in "ESG" ESG stands for Environmental, Social and Governance. ESG criteria is used to vet a company’s practices in regard to the environment and communities. The “G” in ESG looks at an organization’s corporate governance Governance (or corporate governance)...
The (E) in ESG
The “E” in ESG There are a lot of different terms for responsible investing. SRI stands for Socially Responsible Investing, or Sustainable, Responsible and Impact investing or some combination of the two. There’s also green investing, values-based investing and ESG...
The ABC’s of 529 College Savings Plans
The ABCs of 529 Plans May 29 is 529 day! 529 college savings plans are the most popular way to set aside money for college tuition. So what is a 529 and how does it work? A 529 plan allows folks – parents, grandparents, family friends – to save and invest money to pay...
Tax Arbitrage in Your Sixties
Tax Arbitrage in Your Sixties Your sixties are the very best time to defuse the tax time-bomb ticking away in your IRAs and 401(k)s. If you’re like many of our clients, you’ve diligently contributed to your IRA, 401(k) or other qualified retirement account for years....
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(541) 633-7759
info@sherpawealthstrategies.com
444 NE Norton Ave. #101,
Bend OR 97701
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