What Is a Fee-Only Financial Advisor & Why Does it Matter?

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...

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Of Beanie Babies and Bitcoin

“Lord, what fools these mortals be!” -Puck, A Midsummer Night’s Dream As a young investment advisor, I got my first taste of what psychologist’s call, very appropriately, Fear Of Missing Out, (FOMO) with the Beanie Babies craze.  In 1995 a new and novel tool, the...

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The Cost of Putting Off Financial Planning

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® “If you fail to plan, you plan to fail,” as the famous saying goes. This is especially true when it comes to your finances. Most people don’t find the topic of financial planning the most exciting, or even know where to begin...

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Why I Became a Financial Advisor

By Caroline M. Friedrich, CPA, CFP® Have you ever wondered why I am passionate about developing holistic financial plans for my clients? Watch my video below to get to know my story. If you want to work with a goal-focused, planning-driven advisor who strives to help...

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Slow & Steady Wins the Race: All About Index Funds

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® We’ve all heard of the tortoise and the hare. The hare is quick and sure-footed, while the tortoise is slow and cautious. They enter into a race, and the hare is certain he will win—so certain that he decides to take a nap...

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4 Ways to Avoid Capital Gains Tax

By Lee Sherbakoff, CFP/PFS, CFP, RICP  The reality is you owe taxes whenever you make money—or, in IRS terms, when you’ve realized gains. After selling an investment at a higher price than what you paid for it, capital gains tax is waiting right around the corner...

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Is it Time to Downsize Your Home?

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® Regardless of whether you purchased your home long ago or have only been there for a few years, downsizing can be an enticing option for many people as they near retirement. There are plenty of reasons to sell and seek out a...

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