Rainy Day and Markets

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...

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How to Transfer Wealth to the Next Generation

How to Transfer Wealth to the Next Generation

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...

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Retirement Spending Smile

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%…

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I Bonds, Treasury Direct, and You

With inflation reaching 40-year highs, you have probably seen the recent news headlines about I Bonds paying 9.62%.  The surge in inflation has made Federal Series I Savings Bonds (I Bonds) significantly more attractive for investors.  I bonds are offered via the U.S. Treasury Department….

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Why I Love Calling Knoxville Home

Why I Love Calling Knoxville Home

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® I was born and raised in Knoxville, TN. As a long-time resident of Knoxville, I speak from personal experience when I say there’s a lot to love about this city. K-town, as it’s affectionately known to locals, has much to offer...

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Who Are the Happiest?

Who Are the Happiest?“Those who are the happiest are those who do the most for others.”  - Booker T. Washington, prominent African American educator, author, and leader, who founded Tuskegee Normal and Industrial Institute (now Tuskegee University)Individual donors...

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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 philanthropist     In investing, when...

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Meet My Aunt IRMAA

“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...

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Shock and Awe

“Shock is still fun. I won't ever shut the door on it.” - Nicolas Kim Coppola, known professionally as Nicolas Cage, American actor and filmmaker The Fed Gears Up for Shock and Awe Perhaps Nicolas Cage finds shock fun, but, since the beginning of the year,...

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