by T. Lee Sherbakoff, CPA/PFS, CFP® | Dec 5, 2017 | Investing, Market and Economic Updates, Monthly Insights
Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair. –Sam Ewing, former professional baseball player and All-American at The University of Tennessee On Wednesday, November 9, Janet Yellen...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Nov 29, 2017 | Personal Finance, Wealth Advisors
Although tax season is still months away, tax management should begin in the fall – especially for high-income earners facing the 3.8% net investment income tax, AMT, and other taxes. Our handy, downloadable PDF contains seven questions that can help you open a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Nov 8, 2017 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance
“Don’t tax you, don’t tax me, tax that man behind the tree.” —Louisiana Senator Russell Long; former chair of the Senate Finance Committee (1966 to 1981) Tax reform The House Ways and Means Committee released H. R. 1, The Tax Cuts and Jobs Act, on Thursday,...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 30, 2017 | Personal Finance, Retirement, Wealth Management
Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement income you’ll have and how long you’ll need your...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 23, 2017 | Personal Finance, Wealth Advisors, Wealth Management
Each fall, it’s important to review your health care needs and consider your available insurance options for the coming year. A recent survey found that 53% of respondents with employer-based coverage say they’re likely to keep their current plan. Only 37% review...