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.

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.

Estimating the Cost of College

Estimating the Cost of College

It doesn’t take a degree in finance to see the cost of college continues to rise. In its 2010 report, the College Board reported that public four-year institutions raised prices 5.6% annually between the 2000-01 and 2010-11 school year. Put another way, a $5,000 education in 2000-01 is projected to cost $8,622 in 2010-11.

Assess Life Insurance Need

Assess Life Insurance Need

If you have a family who relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, 39% of men and 43% of women say they have no life insurance coverage at all, according to a study conducted by LIMRA, which closely follows life insurance trends.1

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