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
“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.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Do You Owe The AMT?
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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.