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
How Income Taxes Work
A quick look at how federal income taxes work.
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Tax preparation may be the perfect time to give the household budget a check-up.
Do your insurance needs stay the same when the nest empties?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Calculating your potential Social Security benefit is a three-step process.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.