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
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Try these activities to keep your brain sharp.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Overview of Medicare Advantage, what’s in them, special rules, and more.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
When you retire, how will you treat your next chapter?
Investors seeking world investments can choose between global and international funds. What's the difference?
Check out this video to begin separating fact from fiction.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Savvy investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.