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Musings on SVB and the Banking “Crisis”
Musings on SIVB and the Banking "Crisis"By Donald Nalls, CFP® “It’s only when the tide goes out that you discover who’s swimming naked.” Warren Buffet I have addressed a number of client emails over the past week with respect to the current “crisis” in banking. ...
How Much Do I Need to Retire Comfortably?
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® What’s a good amount to be able to retire comfortably? Instead of a cookie-cutter number, it depends on many variables and is unique to each person. Everyone’s version of a “comfortable” retirement will also look different....
Tax Time – Tips to Consider to Cut Your Bill
Tax Time - Tips to Consider to Cut Your BillBy Caroline M. Friedrich, CPA, CFP® The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers have...
Achieving Financial Fitness
Achieving Financial Fitness“Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labor. It's about stewardship and, therefore, about achieving the good society.” — Robert James Shiller is an American...
10 Questions to Ask Your Financial Advisor
By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...
SECURE Act 2.0: Time for a Change
SECURE Act 2.0: Time for a Change“The measure of intelligence is the ability to change.” - Albert Einstein, theoretical physicist On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. This 4,000+ page bill included the SECURE 2.0 Act...
2022 Year End Review
2022 Year End ReviewGuest Speakers: Apollo Lupescu, PhD, V.P. at Dimensional Fund AdvisorsDonald Nalls, CFP® Principal, The Nalls Sherbakoff Group, LLCT. Carson McLean, CFP®, Regional Director Dimensional Fund Advisors We are excited to host Apollo Lupescu, live...
This Is a New Year
This Is a New Year“This is a new year. A new beginning. And things will change.”― Taylor Swift, American singer-songwriter The central drama of the past year—and likely of the coming year—was the Federal Reserve's belated but very aggressive efforts to bring...
Top 10 Tax-Planning Strategies to Maximize Your Savings in 2023
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® With 2022 behind you, it might be a good time to think about tax strategies (yes, now, so you can implement them throughout the year). Whether you’re looking to ramp up your retirement savings or want to diversify your...
Happy Holidays From The Nalls Sherbakoff Group!
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® Happy Holidays from our team at The Nalls Sherbakoff Group! After yet another tumultuous year, we’re ready to celebrate the season and express our gratitude to have clients like you. We appreciate your continued trust in us...