Retirement Income and the Maginot Line

As you transition from saving for retirement to taking retirement income most people recognize they need to modify their balance sheet (see Winchester Mystery House) and their investment strategy. Today’s retiree faces a more challenging task of meeting longer time horizons, increasing health care costs, and less predictable retirement income. With a blitzkrieg of new challenges, addressing risk through a tolerance questionnaire and by simply adjusting your equity weighting accordingly could become your Maginot Line.

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The Power of Process

the power of process

By GARDNER SHERRILL |Investor’s ColumnDecember 31, 2013 The Power of Process in Sports & Financial Decisions ​Nick Saban, love him or hate him, has been the most successful coach in all of sports over the past 7 years with the Alabama Crimson Tide holding 3 national titles and a 74 -14 record. When asked about […]

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7 Financial Risks

Iceberg

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 / […]

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New Wealth Management firm opens in Bradenton

August 30, 2012 New Wealth Management firm opens in Bradenton Bradenton, Fl – Gardner Sherrill, MBA, CFP® a longtime local resident of Bradenton and Wealth Advisor has partnered with LPL Financial, the nation’s leading independent broker-dealer firm*, to open a local Concierge Financial Services firm. Gardner has practiced financial planning for the past 17 years, most […]

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Gulf Coast Leadership Graduation

August 12, 2011 Gulf Coast News Congratulations to the 24 aspiring and inspiring leaders from across our region who completed our Gulf Coast Leadership Institute. The tight-knit group finished the three-month leadership-development program and celebrated their graduation on July 29 at Venetian Golf and River Club in North Venice. Gulf Coast President and CEO Teri […]

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