by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 26, 2020 | Personal Finance, Retirement, T. Lee Sherbakoff, Wealth Management
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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 19, 2020 | Personal Finance, T. Lee Sherbakoff
Seven Steps To Shore Up Finances In A COVID-19 World From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Since the economic crisis began, we have shifted our focus towards financial planning content that incorporates the COVID-19 crisis and its...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 12, 2020 | Investing, Monthly Insights, Personal Finance, Retirement, T. Lee Sherbakoff, Wealth Management
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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 10, 2020 | Investing, Market and Economic Updates, T. Lee Sherbakoff, Uncategorized
The Hedge Monster – The Market Roller Coaster From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Last November the magazine Travel and Leisure published “The World’s Tallest, Fastest, Loopiest Roller Coasters.” Regardless of Travel and...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 1, 2020 | Investing, Monthly Insights, Personal Finance, T. Lee Sherbakoff, Wealth Management
“Prediction is very difficult, especially if it’s about the future.” — Niels Bohr, Danish physicist, 1922 Nobel Prize in Physics Our job is to help our clients make good long-term decisions with respect to their portfolio allocation, investments, and most...