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Category: S.A.F.E.

Wealth Makeover

Wealth Makeover

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 make sense in their current stage of life. Continue Reading

What do I do now?

What do I do now?

​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 consequentially valuations need to be considered. The 30-year bull market in bonds would appear to be at its end and cash rates are likely to…

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The 7 Financial Risks

The 7 Financial Risks

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 income and / or by liquidation of assets to pay for healthcare costs. 3) Living too Long places a burden on your portfolio assets especially…

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