SBV In the News

SBV In The News: Home equity borrowing for college tuition

On July 28, NJ101.5.com ran a Q & A featuring Sheri written by Karin Price Mueller who writes the Bamboozled column for The Star-Ledger. The topic was home equity and using it for college tuition … Home equity borrowing for college tuition. The question: Q. What are the pros
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SBV In The News: How to Prepare With Your Adult Child for Emergencies

AARP.org interviewed Sheri about her son Dominic’s recent accident and how she was prepared for dealing with it.  Dominic is doing great. Sheri’s interview is a must read for parents with children over 18.  Here is an excerpt from Mary W. Quigley’s article “How
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sagebroadview In the News

SBV In The News: Buying a home? Don’t make these 5 mistakes

On June 17, nj.com’s  Ask The Biz Brain sought Sheri’s advice on this question:  Q. I’m thinking of an adjustable rate mortgage because the payments are more affordable, but I know interest rates are going up. How can I decide what’s the smartest choice?  This
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SBV In The News: How To Recover If Your Identity’s Stolen

If your financial identity has been ripped off, it’s possible to bounce back. Here’s how. By Jeffrey Stimpson You’re turned down for a loan mysteriously. You rip open the credit card bill and find a lot of charges you never made, or even heard of. You file your tax r
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SBV In The News: How to Spot a Tax Scam

On February 19, TheStreet.com  included Sheri’s advice in How to Spot a Tax Scam. “Favorite scammer targets are also those most likely to succumb to the trickery and least able to afford the theft, such as older adults, immigrants and widows or widowers, according to advis
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SBV In The News: Avoiding Tax Scams

On January, 13  Nasdaq published Sheri’s piece Avoiding Tax Scams. The article tells/warns you how to avoid tax scammers that call your house and try to get your personal info. “While the Internal Revenue Service may not be your favorite federal agency, criminals posing as
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SBV In The News: Why Benchmarks Don’t Matter

“How am I doing so far?” is a fair question every investor asks. Our human nature tempts us to compare our performance numbers with the benchmarks the popular press reports on, such as the Dow Jones Industrial Average, the Standard & Poor’s 500 and the Nasdaq Composite index. Inap
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SBV In The News: What is dollar cost averaging?

NJMoneyHelp.com asked Sheri Cupo to answer a reader’s question: “What is dollar cost averaging? I’ve heard it’s a good way to invest so I don’t have to worry about the ups and downs of the stock market. Will it protect my money?” Read the answer here: NJMoneyHelp.com
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SBV In The News: What’s better: A SEP-IRA or a Solo 401(k)?

NJMoneyHelp.com asked for Sheri Cupo’s advice  for their readers in “What’s better? A SEP-IRA or a Solo 401(k)?” The question was: “ I’m self-employed. How do I decide on the right retirement account: a SEP-IRA, or a Solo 401(k) or a regular IRA?” Read the answer here: NJMoneyHelp.com
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SBV In The News: Expert Tips on Building Wealth for Forty Somethings

Greg Brown of Pathway Planning  published “Expert Tips on Building Wealth for Forty Somethings.”  Sheri Cupo shared her ideas along with industry experts Carl Richards, William Bernstein, Larry Swedroe, Michael Kitces,  Sophia Bera and others. Read the full article: Expert
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