by T. Lee Sherbakoff, CPA/PFS, CFP® | May 14, 2018 | Monthly Insights, Personal Finance, Retirement, Wealth Management
Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re...
by T. Lee Sherbakoff, CPA/PFS, CFP® | May 7, 2018 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance
I don’t focus on what I’m up against. I focus on my goals and I try to ignore the rest. -Venus Williams, American professional tennis player, 2nd in all-time rankings Last year, stocks marched higher with only minor pullbacks. The largest decline from...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Apr 23, 2018 | Cybersecurity, Personal Finance
With data breaches occurring more and more, it is important to protect personal information stored in online accounts with secure passwords. The majority of passwords do not pass the test. Learn how to create a password that will keep your data safe online. Click the...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 27, 2018 | Estate Planning, Personal Finance, Wealth Management
Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have ironclad estate plans that keep their affairs private, leave money and possessions to the people they love and the charities they care...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Mar 6, 2018 | Monthly Insights, Tax Planning, Wealth Management
“No one has ever become poor by giving.” ―Anne Frank The concept of a qualified charitable distribution (QCD) was first introduced in the Pension Protection Act of 2006. A QCD allows an IRA owner over age 70½ to make a charitable contribution to a charity directly...