by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 1, 2020 | Monthly Insights, Personal Finance, T. Lee Sherbakoff
“All you need is the plan, the road map, and the courage to press on to your destination.” — Earl Nightingalea, American radio speaker & author Heuristics are mental shortcuts, derived from previous experiences, that let us make decisions quickly...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 12, 2020 | Investing, Personal Finance, T. Lee Sherbakoff, Wealth Management
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® As a financial advisor, one of my responsibilities is to help prevent my clients from making financial mistakes that could derail their retirement plans. Every client’s situation is unique, but having worked in this industry for...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 1, 2020 | Monthly Insights, T. Lee Sherbakoff
“We really can’t forecast all that well, and yet we pretend that we can, but we really can’t.” –Alan Greenspan, Former Chair of the Federal Reserve of the United States “Weather forecast for tonight: dark.” –George Carlin, American comedian...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 25, 2020 | Personal Finance, Retirement, T. Lee Sherbakoff, Tax Planning
Examining The Roth IRA From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC Dear Friends, There are many vehicles to choose from as you travel the road to retirement. One of the more advantageous means you may utilize to build a nest egg is the Roth IRA. A Roth IRA is...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 14, 2020 | Retirement, T. Lee Sherbakoff
Earlier-Than-Planned Retirements From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC Dear friends, Last week another 1.2 million individuals submitted an initial claim for unemployment insurance benefits. That put over 16 million people out of work and...