by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 16, 2017 | Personal Finance
Are health insurance premiums taking too big of a bite out of your budget? Do you wish you had better control over how you spend your health-care dollars? If so, you may be interested in an alternative to traditional health insurance called a health savings account...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 4, 2017 | Investing, Monthly Insights, Personal Finance
“I can calculate the movement of the stars, but not the madness of men.” –Sir Isaac Newton The Wright brothers successfully conducted the first manned flight at Kill Devil Hills, NC, on December 17, 1903. However, an aircraft’s movement through...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 25, 2017 | Personal Finance, Retirement
An apple a day keeps the doctor away – and spares you the bill for medical services. Does this logic carry over into lifetime health care planning? Can you reduce your lifetime health care costs by staying healthy? Apparently not. The Center for Retirement Research at...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 18, 2017 | Personal Finance, Retirement, Wealth Management
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning. How claiming age affects the income stream One of the most important decisions...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 31, 2017 | Personal Finance
It’s difficult to imagine functioning in today’s world without credit. Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a good credit score, so...