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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Four vacation destinations you might never have thought of.
These food myths will really put a drain on your wallet.
When to start? Should I continue to work? How can I maximize my benefit?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investors seeking world investments can choose between global and international funds. What's the difference?
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.