February 27, 2014: Cheryl Sherrard quoted in Charlotte Business Journal’s January 10th edition of the Financial Planning Special Report, END OF STATE TAX CREDIT BRINGS COLLEGE SAVINGS INTO FOCUS.
The… Read More
February 27, 2014: Cheryl Sherrard, CFP(R) quoted in Credit.com’s blog about discussing finances before marriage. An excerpt from the post is below and the full article can be read here…. Read More
Why Do Clients Choose Clearview Wealth Management? Clearview Wealth Management clients understand that having a clear path for their financial future is critical to overall success. They also understand that they may have neither the time nor the expertise to ensure that all the parts of their financial lives are working together toward their goals. Therefore, they embark on a long-term partnership … Read More
Increased participation in high deductible health plans (HDHPs) and Health Savings Accounts (HSAs) puts increased pressure on the consumer’s wallet and in turn, more patient responsibility to understand what they are paying for their health care… Read More
The first six weeks of 2014 have been nothing to cheer about in terms of market performance, with the major indices down anywhere from 5-7% (although they have bounced back with S&P500 Index down only 0.75%… Read More