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News, Updates, & Resources

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...

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...

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%...

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....

Don’t Fight the Fed

Don't Fight the FedIn July and into August, there was a surge in optimism that the rate of inflation had peaked and talk that interest rates might head lower in 2023.  This sparked a rally with the S&P 500 index gaining 9.2% in the month of July 2022. However,...

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...

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...

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 continue to face unique challenges that...

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,...

Why You Should Consider Sending Your RMDs Straight to a Charity

By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® If you’re like many of our clients, you want to not only secure a comfortable retirement for yourself, but you want to give back to the community around you. There are many ways to give back in retirement, but one way is to...