by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 24, 2017 | Personal Finance, Retirement
Rosalyn Carter once said: “There are only four kinds of people in the world – those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers.” In light of the longer lives we now enjoy, it’s very...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 3, 2017 | Investing, Monthly Insights, Retirement
“We put those payroll contributions there so as to give the contributors a legal, moral, and political right to collect their pensions… With those taxes there, no damn politician can ever scrap my social security program.” -President Franklin Roosevelt, as...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Aug 3, 2017 | Investing, Personal Finance
As we gear up for back to school season, you might be feeling the heat of those college tuition bills. You’re not alone there. In fact, many parents choose to swallow the bitter pill, assuming they earn too much to qualify for financial aid. However, there are a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jul 7, 2017 | Investing, Monthly Insights, Personal Finance, Wealth Management
Ignore the Distractions Beyond last month’s synopsis regarding how the markets are reacting to Washington, we’ll stay out of the political weeds and let you form your own opinions. The current environment in Washington is generating an enormous amount of political...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Jun 29, 2017 | Investing, Personal Finance
There are eight common money behavior patterns or ‘archetypes’ battling it out in every investor. Being aware of your unconscious attitudes and behaviors toward money can give you an edge in managing your finances. Have you ever had a friend who blew big sums of money...