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
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Military families face unique challenges, making personal finance even more critical.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Even if you’re young and single, you should still consider protecting yourself.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Bonds may outperform stocks one year only to have stocks rebound the next.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a crash course on saving for college.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.