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
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A quick look at how federal income taxes work.
When you’re married and have children, insurance needs will be different.
The uncertainties we face in retirement can erode our sense of confidence.
Don’t overlook the need for renter’s insurance if you rent your home.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial professional about changes in your situation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?
Savvy investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?
Learn about what risk tolerance really means in this helpful and insightful video.