by T. Lee Sherbakoff, CPA/PFS, CFP® | Nov 3, 2016 | Investing, Personal Finance, Wealth Management
When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences between these two important documents may help you decide which strategy is better for you. What is a...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 16, 2016 | Investing, Personal Finance, Retirement, Wealth Management
Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial situations. According to an April 2016 employee financial wellness survey, 38% of boomers, 46% of...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Oct 15, 2016 | Investing, Market and Economic Updates, Monthly Insights, Personal Finance
“In times like these, it helps to recall that there have always been times like these.” – Paul Harvey As we enter the fourth quarter of 2016, it’s worth noting that this long-running bull market has now lasted nearly seven and a half years. If that...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 18, 2016 | Personal Finance, Retirement, Wealth Management
If you’re an adult in your 20s, you are entering an exciting stage of life. Whether you’ve just graduated from college or are starting a new career, you will encounter many opportunities and challenges as you create a life of your own. As busy as you are,...
by T. Lee Sherbakoff, CPA/PFS, CFP® | Sep 15, 2016 | Investing, Market and Economic Updates, Monthly Insights
As of Labor Day, September 5, there were only 64 days until Election Day. However, early voting in Tennessee starts Wednesday, October 19, just 44 days after Labor Day weekend signals the end of summer. There are many issues surrounding the presidential election this...