by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 4, 2018 | Personal Finance, Wealth Management
As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that we’ve cultivated over decades of...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Feb 19, 2018 | Cybersecurity, Personal Finance
A week hardly passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now. About a year ago, I was sitting down to dinner with my family when I got a phone call from a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Feb 7, 2018 | Monthly Insights, Personal Finance, Tax Planning
“There’s just one thing I can’t figure out. My income tax.” – Nat King Cole “The hardest thing to understand in the world is the income tax.” – Albert Einstein This past year, Halloween was barely over when House Republicans...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jan 8, 2018 | Investing, Personal Finance
Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, providing proof of payment, disputing credit...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Dec 31, 2017 | Market and Economic Updates, Monthly Insights
“We have two classes of forecasters: Those who don’t know – and those who don’t know they don’t know.” –John Kenneth Galbraith Annual Market Review 2017 The year 2017 was eventful, to say the least. President Trump and Congress tried, without...