by T. Lee Sherbakoff, CPA/PFS, CFP® | May 18, 2022 | Personal Finance, T. Lee Sherbakoff
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® “If you fail to plan, you plan to fail,” as the famous saying goes. This is especially true when it comes to your finances. Most people don’t find the topic of financial planning the most exciting, or even know where to begin...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 9, 2022 | T. Lee Sherbakoff, Tax Planning
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Taxes are something nobody ever wants to think about, but every year we are forced to tackle the mess that is the U.S. tax system. With all its crazy forms and loopholes, taxes in the U.S. seem like they were designed to be...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 1, 2021 | Estate Planning, Monthly Insights, T. Lee Sherbakoff, Wealth Management
“The legacy of heroes is the memory of a great name and the inheritance of a great example.” —Benjamin Disraeli, British statesman and who twice served as Prime Minister of the United Kingdom We hope everyone had a wonderful summer and are looking forward...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 20, 2021 | Investing, Personal Finance, T. Lee Sherbakoff, Tax Planning, Wealth Management
By Lee Sherbakoff, CFP/PFS, CFP, RICP The reality is you owe taxes whenever you make money—or, in IRS terms, when you’ve realized gains. After selling an investment at a higher price than what you paid for it, capital gains tax is waiting right around the corner...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 1, 2021 | Estate Planning, Investing, Monthly Insights, Retirement, T. Lee Sherbakoff
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do.” –Pele, Brazilian former professional footballer (soccer) and among the most successful and popular...