by The Nalls Sherbakoff Group, LLC | May 12, 2023 | Caroline M. Friedrich, Monthly Insights
What Are the Top 5 Financial Planning Challenges You Will Face in the First 10 Years of Retirement? By Caroline M. Friedrich, CPA, CFP® After working with hundreds of retirees over the years, we’ve found that most retirees face the same 5 financial planning challenges...
by The Nalls Sherbakoff Group, LLC | May 4, 2023 | Monthly Insights, The Nalls Sherbakoff Group
“Spend each day trying to be a little wiser than you were when you woke up.” — Charlie Munger, Vice Chairman of Berkshire Hathaway When should you begin to distribute your wealth? Most people think of this as something that happens once they have passed away. But...
by The Nalls Sherbakoff Group, LLC | Apr 4, 2023 | Monthly Insights, The Nalls Sherbakoff Group
“It’s not about having lots of money. It’s knowing how to manage it.” — Anonymous Is My Money Safe? In light of the recent banking turmoil, we wanted to address a common question: What happens to my money if my bank or brokerage firm goes under? It’s important to...
by The Nalls Sherbakoff Group, LLC | Mar 10, 2023 | Caroline M. Friedrich, Tax Planning, The Nalls Sherbakoff Group
Tax Time – Tips to Consider to Cut Your Bill By Caroline M. Friedrich, CPA, CFP® The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers...
by The Nalls Sherbakoff Group, LLC | Mar 6, 2023 | Monthly Insights, The Nalls Sherbakoff Group
Achieving Financial Fitness “Finance is not merely about making money. It’s about achieving our deep goals and protecting the fruits of our labor. It’s about stewardship and, therefore, about achieving the good society.” — Robert James Shiller is an...
