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Last Will and Testament – December Monthly Insight
“Planning is bringing the future into the present so that you can do something about it now.”Alan Lakein – American author When many people hear the term “estate planning” they think it only applies to those who own mansions, extensive real estate holdings, and...
3 Reasons Why Inflation Is So High & How to Tell if it Will Last
By Lee Sherbakoff, CPA/PFS™, CFP®, RICP® It’s no secret that inflation is wreaking havoc on Americans’ spending right now. Commentators and analysts have been busy discussing the dramatic rise of inflation and whether it is “persistent” or “transitory.” What may...
The good news just keeps coming, but yet….
Job growth is surging despite the deleterious impact of the delta variant of the COVID-19 virus, or for that matter, the supply chain issues brought on by demand skyrocketing. Americans are going back to work rapidly. The US Economy is adding nearly...
Should I Pay Off My Mortgage Early? – November Monthly Insight
“What can be added to the happiness of a man who is in health, out of debt, and has a clear conscience?” - Adam Smith, Scottish economist, philosopher, pioneer of political economy For many people, owning a home is an essential part of the American dream,...
Turning 70? Here’s How it Will Impact Your Financial Plan
By Lee Sherbakoff, CPA/PFS, CFP®, RICP® “To be seventy years young is sometimes far more cheerful and hopeful than to be forty years old.” — Oliver Wendell Holmes, Sr. (1) If you were to write your autobiography, turning 70 might be in a chapter titled “The Golden...
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...
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...
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...
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...
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...