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Seven Steps To Shore Up Finances In A COVID-19 World

Posted by on Friday, June 19th, 2020 in Personal Finance | 0 comments

Seven Steps To Shore Up Finances In A COVID-19 World

Seven Steps To Shore Up Finances In A COVID-19 World From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Since the economic crisis began, we have shifted our focus towards financial planning content that incorporates the COVID-19 crisis and its impact on your finances. For example, we have highlighted the scams that have sprung out of the pandemic. Be careful, new ones pop up all the time. We have written about new rules that make it easier to tap into your IRA if you’ve been affected by the coronavirus. We have also...

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10 Things To Do Within 10 Years Of Retirement

Posted by on Friday, June 12th, 2020 in Investing, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

10 Things To Do Within 10 Years Of Retirement

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Days of golfing, checking travel destinations off your bucket list, spending more time with the kids and grandkids, investing in a hobby…are these your retirement dreams? Most of us have at least a general idea of what we want retirement to look like, but before you get caught up in your plans, complete these 10 things within 10 years of retirement to help you finish your working years stronger than you started!  1. Run The Numbers When it comes to your retirement savings, there are countless...

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The Hedge Monster

Posted by on Wednesday, June 10th, 2020 in Investing, Market and Economic Updates, Uncategorized | 0 comments

The Hedge Monster

The Hedge Monster – The Market Roller Coaster From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Last November the magazine Travel and Leisure published “The World’s Tallest, Fastest, Loopiest Roller Coasters.” Regardless of Travel and Leisure’s opinion of theme park roller coasters, there has never been a more thrilling, gut wrenching, and heart pounding roller coaster than the U. S. stock market beginning in 2009 through today. After tormenting investors with the 2000 Tech Bubble and the 2007 Global Financial...

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June 2020 Monthly Insight — Predict No, Plan Yes.

Posted by on Monday, June 1st, 2020 in Investing, Monthly Insights, Personal Finance, Wealth Management | 0 comments

“Prediction is very difficult, especially if it’s about the future.” — Niels Bohr, Danish physicist, 1922 Nobel Prize in Physics Our job is to help our clients make good long-term decisions with respect to their portfolio allocation, investments, and most cherished financial goals and objectives. Although past performance never guarantees future success, to the extent we have any facts, they come from the past. The future of investing is totally unknowable, yet the decisions we make today will play out in the future. To take a...

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Steps to Organize Your Estate Planning Documents

Posted by on Wednesday, May 27th, 2020 in Estate Planning | 0 comments

Steps to Organize Your Estate Planning Documents From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, During stay-at-home mandates and the slow reopening, here’s a home project that will not benefit you in any way, but for sure will be tremendously appreciated by those you leave behind. When we talk to our clients about estate planning, some folks get a little bit anxious and may be quick to change the subject. However, putting in the time and effort outlined below, you’ll be making it easier for your family and loved ones, and...

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