by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 13, 2023 | Monthly Insights, T. Lee Sherbakoff
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® What’s a good amount to be able to retire comfortably? Instead of a cookie-cutter number, it depends on many variables and is unique to each person. Everyone’s version of a “comfortable” retirement will also look different. You...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Feb 28, 2023 | Caroline M. Friedrich, Monthly Insights, The Nalls Sherbakoff Group
By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jan 5, 2023 | Monthly Insights
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® With 2022 behind you, it might be a good time to think about tax strategies (yes, now, so you can implement them throughout the year). Whether you’re looking to ramp up your retirement savings or want to diversify your...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Dec 7, 2022 | Monthly Insights
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Happy Holidays from our team at The Nalls Sherbakoff Group! After yet another tumultuous year, we’re ready to celebrate the season and express our gratitude to have clients like you. We appreciate your continued trust in us and...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Nov 14, 2022 | Monthly Insights
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® No retirement dream is complete without envisioning the legacy you’ll leave behind. While your legacy can mean many things, in the realm of financial planning, this refers to the assets and wealth you will transfer to the next...
