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Four Components in Pricing Long Term Care Insurance

Published November 15, 2016 in Plan Wisely , Published

Published in Bradenton Herald: November 15, 2016 By GARDNER SHERRILL |Investor’s Column November 15, 2016 4 Components in pricing Long Term Care Insurance November is National Long-term Care Awareness month, so in memory of my father who had Alzheimer’s, I thought I’d dedicate an article to this important subject. What is the cost of […]

Five Simple Ideas for Tax Efficient Investing

Published September 27, 2016 in Plan Wisely , Published

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 […]

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 […]

Everyone has a plan until they get punched in the mouth

Published February 23, 2016 in Plan Wisely , Published

February 23, 2015 Everyone has a plan until they get punched in the mouth As a CERTIFIED FINANCIAL PLANNERTM, I have always appreciated the irony in this quote by Mike Tyson.Don’t get me wrong; I am a big believer in planning especially when it is flexible and adaptive to change, but I feel our […]

Managing Risk in an increasingly volatile and expensive marketplace

Published December 22, 2015 in Invest Confidently , Published

Published in Bradenton Herald: December 22, 2015 By GARDNER SHERRILL |Investor’s Column

Before you buy an annuity….

October 20, 2015 Before you buy an annuity…. InvestingInvesting for your retirement can be a scary process. With all of the attention given to financial markets, it’s no surprise that one would want to escape the noise and settle for a “guaranteed withdrawal” or a “minimum return”. The truth is that there are no perfect […]

Liquidity and the Perfect Portfolio

Published June 16, 2015 in Invest Confidently , Published

Published in Bradenton Herald: June 16, 2015 By GARDNER SHERRILL |Investor’s Column

Wealth Makeover

Published March 28, 2015 in Plan Wisely , Published , S.A.F.E.

Updating your Wealth to Address Present and Future Needs Have you collected a mixed bag of assets over the years? Do they still serve the purpose they were originally intended to serve?Do you need a Wealth Makeover?Many of my client acquire an enviable collection of assets, entities and titled accounts; some of which no longer […]

Decision Making: Finance by Design

Published March 3, 2015 in Plan Wisely , Published

Published in Bradenton Herald: March 3, 2015 By GARDNER SHERRILL |Investor’s Column

The Perfect Investment Portfolio

Published November 19, 2014 in Invest Confidently , Published

Published in Bradenton Herald: November 16 By GARDNER SHERRILL |Investor’s Column

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