SterlingWyatt in the Gainesville Sun
Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here are six flags that may make your tax return prime for an IRS audit.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
If you died, what would happen to your email archives, social profiles and online accounts?
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?