by T. Lee Sherbakoff, CPA/PFS, CFP® | Apr 11, 2023 | Monthly Insights, The Nalls Sherbakoff Group
Financial Planning for Aging Parents By Caroline M. Friedrich, CPA, CFP® After working with hundreds of retirees over the years, we’ve found that most retirees face the same 5 financial planning challenges during the first 10 years of retirement. If you are nearing...
by The Nalls Sherbakoff Group, LLC | Mar 6, 2023 | Monthly Insights, The Nalls Sherbakoff Group
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...
by The Nalls Sherbakoff Group, LLC | Feb 7, 2023 | The Nalls Sherbakoff Group
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...
by The Nalls Sherbakoff Group, LLC | Jan 17, 2023 | The Nalls Sherbakoff Group
2022 Year End Review Guest 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 from...
by The Nalls Sherbakoff Group, LLC | Jan 6, 2023 | Monthly Insights, The Nalls Sherbakoff Group
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...
