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...
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...
