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
Paul S. Harris
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Your credit score may influence how much you pay for auto and home insurance.
Calculating your potential Social Security benefit is a three-step process.
There are things about Social Security that might surprise you.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?