S.A.F.E. Archives - Florida Retirement Plan

Balanced Money | Balanced Life

All posts in "S.A.F.E."

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 […]

What do I do now?

Published March 11, 2014 in Plan Wisely , Published , S.A.F.E.

Published in Bradenton Herald: March 11, 2014By GARDNER SHERRILL | Investor’s Column March 11, 2014 What do I do Now?…… As we move towards the end of the volatile first quarter of 2014, many investors are understandably concerned with their investment options. Stocks markets have had a great run over the past several years and […]

Planning for the 3.8% Medicare Surtax

Published October 30, 2013 in Plan Wisely , Published , S.A.F.E.

Published in Bradenton Herald: October 29, 2013 By GARDNER SHERRILL | Investor’s Column

The 7 Financial Risks

Published October 20, 2012 in S.A.F.E.

There are 7 basic financial risks that many people face in their lives. 1) Dying too early can create economic problems for your survivors and beneficiaries as they may depend on your sources of income to make ends meet. 2) Incapacity & Disability are an often overlooked area which can devastate wealth whether by loss of […]

About Gardner Sherrill

All posts in "S.A.F.E."

Wealth Makeover

What do I do now?

Planning for the 3.8% Medicare Surtax

The 7 Financial Risks