by SDP Team | Jan 4, 2017 | Financial Planning
Through Slate, Disharoon, Parrish and Associates you can have access to a complex software that makes tracking your finances simple. Review your investments, assets, and expenses all from one convenient secure location. It’s called eMoney and as a client of SDP,...
by SDP Team | Jan 4, 2017 | IRA
Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential benefit is creditor protection in the event of a bankruptcy. But when you pass away, are your beneficiaries protected?...
by SDP Team | Jan 1, 2017 | Financial Planning
Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. Would you rather meet with an advisor or a...
by SDP Team | Dec 30, 2016 | Tax
Things you can do before & for 2017 What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial...
by SDP Team | Dec 29, 2016 | Economy
2016 has been a turbulent year filled with one surprise after another. The latest surprise took the form of Donald Trump’s stunning upset win in the presidential election, a result that few anticipated. While the stock market seemed as stunned as anyone, it saw a...
