Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Southern Advisors Inc. we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
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A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Healthy habits are one of the greatest gifts to give your child.
To choose a plan, it’s important to ask yourself four key questions.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Recent changes in estate tax laws could affect the strategy you have in place.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Understanding the cycle of investing may help you avoid easy pitfalls.
Are Real Estate Investment Trusts right for your portfolio?