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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 15, 2022 | Caroline M. Friedrich, Monthly Insights
By Caroline M. Friedrich, CPA, CFP® By now it’s commonly understood that women consistently face more retirement challenges than men. In addition to lower wages and time out of the workforce to care for children, things get even more complicated for those that are...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 15, 2022 | Monthly Insights
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® I was born and raised in Knoxville, TN. As a long-time resident of Knoxville, I speak from personal experience when I say there’s a lot to love about this city. K-town, as it’s affectionately known to locals, has much to offer...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 10, 2022 | Market and Economic Updates, T. Lee Sherbakoff
This morning, Friday, June 10, 2022, the U.S. Bureau of Labor Statistics released May inflation data. The Consumer Price Index showed a re-acceleration in inflation, disappointing investors, consumers, and others that were hoping price increases had peaked. Prices...