Sherpa Financial

Sherpa Financial Serving PA, NJ, DE, MD
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Small business owners have so much at stake. Would your family have the funds to purchase the business or replace its in...
09/08/2026

Small business owners have so much at stake. Would your family have the funds to purchase the business or replace its income if you were to die suddenly? Call us today to discuss how to put the best protection in place.

The key to healthcare in retirement might be a patchwork of different choices.
09/06/2026

The key to healthcare in retirement might be a patchwork of different choices.

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Post-summer blues are the pits. Don’t book an expensive vacation to cope. Try sipping on one of these instead for a smoo...
09/05/2026

Post-summer blues are the pits. Don’t book an expensive vacation to cope. Try sipping on one of these instead for a smooth segue to fall.

Just when you thought sangria season was over.

Interested in helping a grandchild pay for college? Here’s a list of ways to do so and the pros and cons of each.
09/04/2026

Interested in helping a grandchild pay for college? Here’s a list of ways to do so and the pros and cons of each.

Learn about plans and accounts that allow you to efficiently save for your child's or grandchild’s education while shielding the savings from the IRS as much as possible.

Whether you’re a novice or an expert, tenting or RVing, these amazing “most scenic” locations can accommodate many diffe...
09/04/2026

Whether you’re a novice or an expert, tenting or RVing, these amazing “most scenic” locations can accommodate many different levels of camping and outdoor enthusiasts. Which one of these would you visit first?

From rugged coastlines in Washington and the California desert to piney woods in Maine, these are the most beautiful camping spots across the U.S.

For summer and fall sports and concerts, what better way to extend the fun than with a tailgating party! Everyone loves ...
09/03/2026

For summer and fall sports and concerts, what better way to extend the fun than with a tailgating party! Everyone loves a good picnic, but time and temperature play an important role in food safety. Check out these best practices from USDA.

No matter the score, football season brings plenty of opportunities to enjoy tailgating and outdoor fun with family and friends. To make the most of game day, be sure to follow food safety guidelines by keeping and cooking meat at the proper temperatures.

Tailgating party menus can often lean towards fatty meats, mayo-based salads, and deep-fried snacks. If you’re looking t...
09/03/2026

Tailgating party menus can often lean towards fatty meats, mayo-based salads, and deep-fried snacks. If you’re looking to limit your calories or just want to keep things on the healthier side, check out this article for 6 tips to tailgate the healthy way.

Whether you’re tailgating at the big game or gathering with family at home, it’s easy to swap in healthier versions of everyone’s favorite game-day foods.

Want to stay at the forefront of your grandkids’ minds? Become their devoted pen pal, while teaching them the art of let...
09/02/2026

Want to stay at the forefront of your grandkids’ minds? Become their devoted pen pal, while teaching them the art of letter writing too.

Discover why and how to write meaningful letters to your grandchildren. Get tips, prompts, and ideas for crafting heartfelt messages that bridge generations.

If you were to die tomorrow, could your family pay off your debts? Life insurance can be a safety net should the unthink...
09/01/2026

If you were to die tomorrow, could your family pay off your debts? Life insurance can be a safety net should the unthinkable occur. Call us today to put the right coverage in place.

Your last child is off to college - you did it! Now what? Vacation time! Here’s a great article that offers suggestions ...
08/30/2026

Your last child is off to college - you did it! Now what? Vacation time! Here’s a great article that offers suggestions for planning a trip, as well as some destinations to consider. Give it a read!

Vacations are different after the kids leave & the grownups become empty nesters. Use this list to make your bucket list for US vacation ideas for empty nesters

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