What Women Really Want in 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...

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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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Retire Comfortably – September Monthly Insight

"Success is no accident.  It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing or learning to do." --Pele, Brazilian former professional footballer (soccer) and among the most successful and popular sports figures of...

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Should You Do A 401(k) Rollover?

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® We all dream of a fulfilling retirement, but that dream doesn’t become a reality without years of diligent planning and saving. And there’s no better retirement savings vehicle than a 401(k), into which I’m sure you’ve been...

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January 2021 Monthly Insight – Two Lessons Learned

"The most important thing is to stay the course - not to get shaken out of the market during a difficult time" — John W. Rogers, Jr., investor, philanthropist, and founder of Ariel Capital Management Once in a great while, there comes a year during which the economy...

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What’s Your Long-Term Care Plan?

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® There are a lot of things you don’t want to gamble with in life, like your retirement savings, how you raise your kids, or your health. Unfortunately, many Americans take one particular risk with their health, possibly without...

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Examining The Roth IRA

Examining The Roth IRA From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC Dear Friends, There are many vehicles to choose from as you travel the road to retirement. One of the more advantageous means you may utilize to build a nest egg is the Roth IRA. A Roth IRA is...

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Earlier-Than-Planned Retirements

Earlier-Than-Planned Retirements From Lee Sherbakoff, The Nalls Sherbakoff Group, LLC Dear friends, Last week another 1.2 million individuals submitted an initial claim for unemployment insurance benefits.  That put over 16 million people out of work and...

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Fog Still Obscures The Road Ahead

Fog Still Obscures The Road Ahead From Lee Sherbakoff,The Nalls Sherbakoff Group, LLC. Dear Friends, Aided by massive stimulus and liquidity injections from the Fed, the S&P 500 Index has turned positive for the year. Cautiously upbeat headlines regarding a...

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