by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 30, 2018 | Estate Planning, Investing, Personal Finance, Retirement, Wealth Management
Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now. Click the thumbnail below to read the full article.
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 16, 2018 | Investing, Retirement, Wealth Advisors, Wealth Management
Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. Click the thumbnail below to read the full article.
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 5, 2018 | Company News, Monthly Insights, Personal Finance, Retirement, Wealth Management
“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 18, 2018 | Personal Finance, Retirement
What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If you’re spending time on things that don’t matter, here’s a chance to rethink your plan. Click...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 4, 2018 | Cybersecurity, Monthly Insights
“You have to fight for your privacy or you lose it.” –Eric Schmidt, former Executive Chairman, Google and Alphabet The General Data Protection Regulation (GDPR) Over the last few weeks, you’ve probably received numerous emails from social media...