by SDP Team | Feb 27, 2017 | Financial Planning
How The Wealthy Harvest Losses For Gain As part of investing and advising and reviewing, family offices routinely look for ways to optimize their after-tax returns through tax loss harvesting. Below are some tips from the pros. Look for opportunity. Investors can...
by SDP Team | Feb 24, 2017 | Fiduciary
Will it make a difference in the quality of the advice they receive? In 2017, the Department of Labor is scheduled to introduce new rules regarding retirement planning. Under these rules, any financial services industry professional who makes investment...
by SDP Team | Feb 22, 2017 | Uncategorized
Your diagnosis is not good…” 5 things dentists should do when diagnosed with a disability No dentist wants to face a disability. But should the unimaginable occur, there are steps that can make the event a bit less painful. Planning for a disability of the smart thing...
by SDP Team | Feb 22, 2017 | Risk Management
What you and your loved ones need to know. At some point, someone you love may make the transition from living at home to residing at an assisted-living facility or nursing home. When should that transition occur, and what factors must be considered along the way? And...
by SDP Team | Feb 20, 2017 | Financial Planning
Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing...
