Wealth Management


“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. That’s why planning for health care costs is one of the most...

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Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re tired of, getting out of the rat race, and leaving the pressures of employment behind. Often retirement is viewed as a reward for time in the workforce and successful...

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Tuning Out The Noise


Posted By on Apr 9, 2018

At the Nalls Sherbakoff Group, we believe the right financial advisor plays a vital role in keeping investors focused on what really matters. More specifically, our goal is to help you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination. Watch the video from our friends at Dimensional to find out more about how a financial advisor can help you tune out...

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A friend recently asked me whether she should open a Roth IRA or a Traditional IRA. In case these terms are unfamiliar to you, IRA stands for Individual Retirement Account—as opposed to a group or company-sponsored type such as a 401(k)—and comes in two main forms: Roth and Traditional. While the two types of retirement accounts have several minor differences, there’s one major difference between Roth IRAs and Traditional IRAs: tax...

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