Start with Why

Start with Why

We all want to feel we are  in control of our destiny.  Whether in life, your career, or investing: a little introspection can help in success and fulfillment.  Simon Sinek’s Start with Why is an excellent read and had great influence in my move towards becoming an independent adviser.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Every year, nearly 130 million households file their federal tax returns.¹ For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits.

What is a BDC?

What is a BDC?

A business development company or BDC is a company that invests primarily in the debt or equity of private American companies, and has elected to be regulated by certain provisions under the Investment Company Act of 1940. A BDC combines the capital of many investors to own debt of or finance a portfolio of operating businesses.

What is a non-traded REIT?

What is a non-traded REIT?

A real estate investment trust or REIT is a corporation that combines the capital of many investors to acquire or provide financing for real estate. It offers the benefits of a real estate portfolio under professional management and generally does not pay corporate federal income tax. Distributions of at least 90 percent of taxable income must be paid to investors to retain REIT tax status. If a REIT fails to qualify or maintain its qualification as a REIT for any taxable year, the REIT will be subject to…

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Sherrill Wealth Management Awarded 5 Star Quality Rating

Sherrill Wealth Management Awarded 5 Star Quality Rating

March 18, 2013 Gardner Sherrill, principal at Sherrill Wealth Management in Bradenton, has been awarded a 5-star quality rating by Investor Watchdog and admitted to the Paladin Registry of financial professionals. Investor Watchdog uses a proprietary algorithm to measure the quality of adviser credentials, ethics and business practices. Professionals must score in the top 10 percent of Watchdog’s vetting to be profiled in its Paladin Registry. Sherrill has been in the wealth management field for more than 17 years, having…

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Disability And Your Finances

Disability And Your Finances

The Social Security Disability Insurance program paid out $130 billion in benefits to 10.6 million individuals in 2011. And with a rush of new applicants lining up each year, the system is expected to exhaust its reserves by 2017 if changes aren’t made.1

Check your Credit Report at least annually

Check your Credit Report at least annually

I’ve given talks on Identity Theft for many years.  In those presentations I have always brought up the topic of monitoring your credit reports as an early detector of potential fraud.    There are many more reasons to do this as prevention is far cheaper than treatment. 

End of Life Decisions

End of Life Decisions

I moved to Florida in 2000 at a time when Terri Schiavo’s case was gaining national exposure. If you don’t know this story you can review it by the link above. You will learn how important it is to take control of your end of life decisions.

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