Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now.
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About Author
T. Lee Sherbakoff, CPA/PFS, CFP®
In his role as Financial Advisor, Lee Sherbakoff specializes in creating and executing financial plans that lead to sustainable long-term, real life returns in order to meet his clients’ deepest and most important financial goals and objectives. Lee is committed to his clients and offers independent, non-conflicted financial advice, strong ethical practices, and a profound duty to service.