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...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 18, 2022 | Personal Finance, T. Lee Sherbakoff
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® “If you fail to plan, you plan to fail,” as the famous saying goes. This is especially true when it comes to your finances. Most people don’t find the topic of financial planning the most exciting, or even know where to begin...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 9, 2022 | T. Lee Sherbakoff, Tax Planning
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Taxes are something nobody ever wants to think about, but every year we are forced to tackle the mess that is the U.S. tax system. With all its crazy forms and loopholes, taxes in the U.S. seem like they were designed to be...
