by The Nalls Sherbakoff Group, LLC | Aug 4, 2022 | Caroline M. Friedrich, Retirement
By Caroline M. Friedrich, CPA, CFP® Gender equality in the workplace, and in society in general, has made great strides in recent years. But there’s still more work to be done, especially when it comes to retirement. Women continue to face unique challenges that men...
by The Nalls Sherbakoff Group, LLC | Aug 1, 2022 | Monthly Insights
What Emotions Are You Experiencing? “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” — Peter Lynch, American investor, mutual fund manager, and...
by The Nalls Sherbakoff Group, LLC | Jul 26, 2022 | Personal Finance, Retirement, T. Lee Sherbakoff
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® If you’re like many of our clients, you want to not only secure a comfortable retirement for yourself, but you want to give back to the community around you. There are many ways to give back in retirement, but one way is to...
by The Nalls Sherbakoff Group, LLC | Jul 1, 2022 | Monthly Insights
“In this world nothing can be said to be certain, except death and taxes.” – Benjamin Franklin Everyone’s Favorite Aunt: IRMAA (income-related monthly adjustment amount) Turning 65 is a big milestone. Many people associate age 65 with Medicare, which typically...
by The Nalls Sherbakoff Group, LLC | Jun 22, 2022 | Personal Finance, Wealth Advisors, Wealth Management
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Finding a financial advisor to guide you through your financial journey is an important step to reaching your financial goals. In your research for the right advisor for you, you may have come across the term “fee-only.” This...
