by SDP Team | Feb 6, 2017 | Financial Planning
Every industry has its jargon. Those terms for people “in the know” that sometimes help streamline conversations. Here are a few important terms that might need some additional clarity for the average person. CFP®: A Certified Financial Planner (CFP®) is a...
by SDP Team | Feb 6, 2017 | Financial Planning
We may need to change them to better our financial prospects. Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor or rich on the street,...
by SDP Team | Feb 3, 2017 | Small business
An Owner’s Guide To Creating A Business Succession Plan An exit strategy is how entrepreneurs and investors transfer ownership of their business to a third party, or lays out how they will recoup money invested in the business. You may want to be acquired by...
by SDP Team | Feb 1, 2017 | Financial Planning
Managing your own money can be hard enough, so throwing another person into the equation can make things downright chaotic, according to findings from TD Bank’s 2016 Love & Money survey. But managing your money as a couple has its benefits, too. Plus, it isn’t as...
by SDP Team | Jan 30, 2017 | Social Security
These free tools will calculate your Social Security benefits When to claim Social Security is one of the most important decisions retirees can make. Many websites offer free estimates of how much you may receive depending on what age you decide to take benefits....
