by SDP Team | Dec 5, 2016 | Financial Planning
Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or our children to solve....
by SDP Team | Dec 2, 2016 | IRA
The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2017, and there are tweaks that help savers. Much stays the same, but there are increases in income phase-outs for IRA contributors, to the adjusted gross income limits...
by SDP Team | Dec 1, 2016 | Small business
Running a business comes with inherent risks: An employee could get injured on the job; a natural disaster could destroy property; or a client could file suit, alleging a contractual breach. For those and other reasons, it is important to protect your assets, both...
by SDP Team | Nov 23, 2016 | Social Security
The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits...
by SDP Team | Nov 21, 2016 | Estate Planning
Life is short. And while no one wants to focus on the end, forcing yourself to do so can ultimately makes things a bit easier for your loved ones—not just emotionally, but financially too. One way to deal with the latter concern is to put your home in a living trust....
