Wealth Management


By Kim Spencer, CFP®, CDFA® I’ve been helping women as a financial advisor for over 30 years. In that time I’ve noticed that many women lack confidence in managing their finances. Though this problem has many causes, there are steps women can take to help gain more confidence and better manage their money.  There is a fundamental difference in how women and men approach money. Often, women have too many goals at the same time and...

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By Lee Sherbakoff, CPA/PFS, CFP®, RICP® You’ve spent decades accumulating assets and saving for retirement. But socking money away is only half the battle. Here are the top 5 financial planning challenges you face in retirement—and how you can plan for them today. 1. Feeling Depressed In Retirement Many seniors fail to plan for the psychological transition that occurs when you head into retirement. Studies show that your likelihood of...

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“The intelligent investor is a realist who sells to optimists and buys from pessimists.” — Benjamin Graham, British-born American economist, professor and investor Before we talk about the economy, the markets, COVID-19 pandemic, or economic inequality, we would like to review with you our general principles for helping you reach your most cherished financial goals and objectives. We believe all enduring, successful investing is...

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Tax Time Is Finally Here From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Due to the Covid-19 pandemic, businesses were forced to close, and jobs were lost. So, the federal government extended tax season to give taxpayers a break, moving Tax Day to July 15. Taxes can be confusing, and more so now with the unprecedented changes. Let us look at four key topics related to the 2020 tax extensions affecting your 2019...

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2020 RMDs Can Be Paid Back By Rollover From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, The IRS has extended the rollover deadline for required minimum distributions (RMDs) taken from IRAs or company plans in 2020. 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 provision that may have the biggest...

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By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Days of golfing, checking travel destinations off your bucket list, spending more time with the kids and grandkids, investing in a hobby…are these your retirement dreams? Most of us have at least a general idea of what we want retirement to look like, but before you get caught up in your plans, complete these 10 things within 10 years of retirement to help you finish your working years stronger...

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