By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® What’s a good amount to be able to retire comfortably? Instead of a cookie-cutter number, it depends on many variables and is unique to each person. Everyone’s version of a “comfortable” retirement will also look different. You...
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 American...
By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...
This Is a New Year“This is a new year. A new beginning. And things will change.”― Taylor Swift, American singer-songwriter The central drama of the past year—and likely of the coming year—was the Federal Reserve's belated but very aggressive efforts to bring inflation...
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® With 2022 behind you, it might be a good time to think about tax strategies (yes, now, so you can implement them throughout the year). Whether you’re looking to ramp up your retirement savings or want to diversify your...
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Happy Holidays from our team at The Nalls Sherbakoff Group! After yet another tumultuous year, we’re ready to celebrate the season and express our gratitude to have clients like you. We appreciate your continued trust in us and...
Rainy Day and Markets“Buy not on optimism, but on arithmetic.” – Benjamin Graham Of all the reasons for the ups and downs of quarterly stock market performance, weather is seldom given any credit—or blame. Of course, hurricanes or tornadoes, have at least a...
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® No retirement dream is complete without envisioning the legacy you’ll leave behind. While your legacy can mean many things, in the realm of financial planning, this refers to the assets and wealth you will transfer to the next...
Many people approach retirement planning as if they will spend the same amount every year throughout their retirement. However, spending desires (and needs) change through time. Financial planners typically recommend you should plan on needing 70-80%…
By Caroline M. Friedrich, CPA, CFP® By now it’s commonly understood that women consistently face more retirement challenges than men. In addition to lower wages and time out of the workforce to care for children, things get even more complicated for those that are...