by T. Lee Sherbakoff, CPA/PFS, CFP® | May 27, 2020 | Estate Planning, T. Lee Sherbakoff
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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 22, 2020 | Business, Investing, Market and Economic Updates, Personal Finance, T. Lee Sherbakoff
On the Other Hand From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, On one hand, over a nine-week period, there have been 38.6 million first-time claims for unemployment insurance (through May 21). It’s by far the worst number of layoffs we’ve ever...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 19, 2020 | Personal Finance, Retirement, T. Lee Sherbakoff, Tax Planning
CARES Act RMD Suspension From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act – better known as the CARES Act – was signed into law by President Trump. The CARES Act was third in a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 15, 2020 | Investing, Market and Economic Updates, Personal Finance, T. Lee Sherbakoff
Market Opportunities From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, With activity in many industries sharply curtailed in an effort to reduce the chances of spreading the coronavirus while at the same time many cities and states are trying to kick...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 1, 2020 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance, Retirement, T. Lee Sherbakoff, Wealth Management
“The world is ruled by letting things take their course.” – Lau-Tzu, ancient Chinese philosopher and writer “This time it’s different,” someone once said while panicking out of the market in a time of crisis. At some level, investors know markets go up and...
