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Sheldon Harber,CFP®. President, Assets Strategies, Inc.

Guns and Butter

Guns and butter.
Guns and butter is a macroeconomic term and something I learned in college.
Here’s my story
Q: Sheldon, you’ve been in this…

 

Roth vs.. Traditional IRA: The Four Factors that Determine Which is Best

To Roth or not to Roth. It is a question that planners and their clients commonly face, whether making the decision regarding an annual contribution,…

Estate Planning Risks for Veterans: Know What You Don’t Know

After serving our country in the armed forces, you have been promised certain benefits in appreciation for your service. These may include care for…

Estimating Changes In Retirement Expenditures And The Retirement Spending Smile

Most retirement research assumes that retirees spending from a portfolio will seek to maintain a “real” inflation-adjusted standard of living…

Cash Flow, Cash Flow, Cash Flow…business value is all the about the cash flow!

Cash flow is the common denominator in determining the value and ultimate selling price of your business. Yet owners are lathe to put the actual…

 

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Sheldon Harber, CFP®

Sheldon Harber is President of Asset Strategies Inc. and a Certified Financial Planner™. Asset Strategies Inc. is a full service financial and retirement planning firm with a comprehensive approach to helping clients achieve financial security.


Mary Mervis, Asset Strategies Client Services Manager

Mary Mervis is the Client Services Manager for Asset Strategies Inc.

Asset Strategies Inc. is a full service financial and retirement planning firm with a comprehensive approach to helping clients achieve financial security.

Mary has been with Asset Strategies, Inc since 1997. She is the primary liaison between clients and financial institutions. She processes clients’ financial requests and transactions.

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