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1943 Morrill Street Suite 1 | Sarasota, FL 34236 Contact Us

9240 Bonita Beach Rd Suite 2211 | Bonita Springs, FL 34135

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Southern Trust Financial Planning is a registered investment advisory firm located in Sarasota, Florida.  Southern Trust Financial Planning specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.

Marc S. Wolff

James P. Cooper

Mark Generales

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

 

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Surprises

Making the most of surprises is a great reason to work with us.

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