by SDP Team | Feb 15, 2017 | Tax
Four Year-End Tax Saving And Smart Planning Tips For Small Business Owners Your business is on track for another year of double-digit growth, and you have a more-than-healthy cash flow in your corporate bank account. Nicely done! But when it comes to year-end tax...
by SDP Team | Feb 13, 2017 | Financial Planning
There are very few things that people delay more than taking steps to improve their finances. It’s cliché, but I frequently compare getting financially fit to getting physically fit. We all know we should eat healthy and exercise regularly, yet most people don’t...
by SDP Team | Feb 10, 2017 | long-term care insurance
With the cost of long-term care insurance rising, they are gaining attention. Could these products answer a financial dilemma? Many high net worth households worry about potential long term care expenses, but they are reluctant or unable to buy long term care...
by SDP Team | Feb 8, 2017 | Financial Planning
How to Prevent Fear of Spending From Spoiling Your Retirement If you’ve got enough dollars, resist “spendaphobia.” Much of the advice on managing your finances in retirement focuses on controlling spending to ensure that assets last a lifetime. And...
by SDP Team | Feb 6, 2017 | Retirement
A common question we get every year is, “When should I take my RMD?” Those of you who will be 70 ½ this year will have to take your first “RMD”. You may have been taking distributions before now, but the requirement now is a percentage (based on your age) as a...
