May Inflation Data

This morning, Friday, June 10, 2022, the U.S. Bureau of Labor Statistics released May inflation data.  The Consumer Price Index showed a re-acceleration in inflation, disappointing investors, consumers, and others that were hoping price increases had peaked.  Prices...

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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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Your Tax-Preparation Checklist

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Taxes are something nobody ever wants to think about, but every year we are forced to tackle the mess that is the U.S. tax system. With all its crazy forms and loopholes, taxes in the U.S. seem like they were designed to be...

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The Big Wealth Transfer – October Monthly Insight

"The legacy of heroes is the memory of a great name and the inheritance of a great example." —Benjamin Disraeli, British statesman and who twice served as Prime Minister of the United Kingdom We hope everyone had a wonderful summer and are looking forward to cooler...

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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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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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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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Inflation Worries – August Monthly Insight

“With regard to interest rates, we continue to expect that it will be appropriate to maintain the current 0 to ¼ percent target range for the federal funds rate…” — July 28, 2021, Statement by Jerome Powell, Chair of the Federal Reserve of the United States Inflation...

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Our 2021 Midyear Market Update

By Lee Sherbakoff, CPA/PFS, CFP®, RICP® It’s almost hard to believe that the last year and a half was actually our reality. The unexpected entrance of COVID-19 was a rude awakening for all of us, a harsh reminder that we cannot predict the future, nor do we truly have...

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