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Five Simple Ideas for Tax Efficient Investing

Published September 27, 2016 in Plan Wisely , Published - 0 Comments

​ Published in Bradenton Herald: September 27, 2016 By GARDNER SHERRILL  |Investor’s Column September 27, 2016 Five Simple Ideas for Tax Efficient Investing I’ve written fairly extensively over the past year about investing in expensive markets. If you believe, as I do, that the next five years may produce lower returns, then managing frictional costs […]

2016 Small Business of the Year Award

Published August 15, 2016 in SWM - 0 Comments

The Manatee Chamber of Commerce has released the list of finalists for the 37th Annual Manatee Small Business of the Year Awards.The winners will be announced at an awards luncheon at 11:30 a.m. on Friday, Aug. 12 at IMG Academy Golf Club.The finalists are divided into four categories based on the company’s revenue: under $249,000; […]

Brexit Highlights

Published June 24, 2016 in Plan Wisely - 0 Comments

​High-Level Takeaways· On June 23, British citizens voted roughly 52 percent to 48 percent in favor to leave the European Union.· Short term, we expect market volatility to pick up – Asian markets’ response and the Dow Jones Industrial Average futures swinging wildly overnight as the results came in may be a bellwether of what’s […]

The Current Retirement Dilemma

​ June 7, 2016 The Current Retirement Dilemma Retirement planning is largely about setting expectations, trying to manage risks or uncertainties and increase the probabilities of a successful retirement as it is defined by each client. The Society of Actuaries accounts for 15 risks overall which they published inthis hyperlinked report. For today’s purposes I’m […]

Retirement Alchemy: Turning After-Tax Plan Contributions into Roth Savings

Published May 26, 2016 in Plan Wisely - 0 Comments

​In medieval times, alchemists sought methods for transforming ordinary metals into gold. Today, just about every adult searches for a means of transforming savings into a retirement’s worth of income. Recently, they received help from an unexpected source – the Internal Revenue Service (IRS).In 2014, our nation’s tax collection agency engaged in a bit of […]

Where is the Best Place to Retire?

Published April 25, 2016 in Plan Wisely - 0 Comments

​It all depends on you. Thanks to the Baby Boom generation, pre-retirees and retirees have a lot more options than did previous generations of Americans. There is a lot to consider before you decide where to live during retirement: your savings and investments, monthly income, family, friends, legacy, work options, weather, interests, health, and a […]

State Rankings and Taxes

Published April 11, 2016 in Plan Wisely - 0 Comments

Wallet Hub has listed taxes by states and broken them down into categories. This analysis attempts to compare the states with each other and it delves deeply into taxation.  Click on your state to see its ranking or click on the WalletHub logo below to go to the full analysis. Many thanks to those at Wallet […]

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