by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 14, 2023 | Caroline M. Friedrich, Finance, Investing, Monthly Insights
Diversification Matters: Assessing the Strength of Your Portfolio By Caroline M. Friedrich, CPA, CFP® Is your investment portfolio a well-orchestrated symphony or a one-note melody? When it comes to building wealth and pursuing financial goals, diversification is the...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Apr 11, 2023 | Monthly Insights, The Nalls Sherbakoff Group
Financial Planning for Aging Parents By Caroline M. Friedrich, CPA, CFP® After working with hundreds of retirees over the years, we’ve found that most retirees face the same 5 financial planning challenges during the first 10 years of retirement. If you are nearing...
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...
