Is My Money Safe?

“It’s not about having lots of money.  It’s knowing how to manage it.” — Anonymous Is My Money Safe?  In light of the recent banking turmoil, we wanted to address a common question: What happens to my money if my bank or brokerage firm goes under?  It’s important to...

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How Much Do I Need to Retire Comfortably?

How Much Do I Need to Retire Comfortably?

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® What’s a good amount to be able to retire comfortably? Instead of a cookie-cutter number, it depends on many variables and is unique to each person. Everyone’s version of a “comfortable” retirement will also look different. You...

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Achieving Financial Fitness

Achieving Financial Fitness“Finance is not merely about making money.  It's about achieving our deep goals and protecting the fruits of our labor.  It's about stewardship and, therefore, about achieving the good society.” — Robert James Shiller is an American...

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10 Questions to Ask Your Financial Advisor

10 Questions to Ask Your Financial Advisor

By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...

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This Is a New Year

This Is a New Year“This is a new year. A new beginning. And things will change.”― Taylor Swift, American singer-songwriter The central drama of the past year—and likely of the coming year—was the Federal Reserve's belated but very aggressive efforts to bring inflation...

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Happy Holidays From The Nalls Sherbakoff Group! 

Happy Holidays From The Nalls Sherbakoff Group! 

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Happy Holidays from our team at The Nalls Sherbakoff Group! After yet another tumultuous year, we’re ready to celebrate the season and express our gratitude to have clients like you. We appreciate your continued trust in us and...

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Rainy Day and Markets

Rainy Day and Markets“Buy not on optimism, but on arithmetic.” – Benjamin Graham Of all the reasons for the ups and downs of quarterly stock market performance, weather is seldom given any credit—or blame.  Of course, hurricanes or tornadoes, have at least a...

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How to Transfer Wealth to the Next Generation

How to Transfer Wealth to the Next Generation

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® No retirement dream is complete without envisioning the legacy you’ll leave behind. While your legacy can mean many things, in the realm of financial planning, this refers to the assets and wealth you will transfer to the next...

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Retirement Spending Smile

Many people approach retirement planning as if they will spend the same amount every year throughout their retirement.  However, spending desires (and needs) change through time.  Financial planners typically recommend you should plan on needing 70-80%…

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