by SDP Team | Oct 12, 2016 | Uncategorized
Create your own user feedback survey
by SDP Team | Oct 12, 2016 | Children
Be transparent about your wealth. Determining how much to share about your finances with your kids and when to do so can be a tough call. Many high-wealth parents put off having conversations about money. A 2013 Wall Street Journal article by Missy Sullivan references...
by SDP Team | Oct 10, 2016 | Children
Me and the guys at SDP have spent years asking people “What does retirement look like?” or “What are your goals and dreams for the future?” It’s fulfilling to help people set plans in place to reach those goals and dreams. Recently a good friend asked me what MY dream...
by SDP Team | Oct 7, 2016 | IRA
Tame yearly inflation means very little change. Over the past 12 months, consumer prices have increased very little. The latest Consumer Price Index (September) shows 0.0% yearly inflation and only 1.9% core yearly inflation. That means no cost-of-living adjustment...
by SDP Team | Oct 5, 2016 | Social Security
With the recent changes (April 2016) in some of the rules for drawing Social Security, a lot of good plans for retirement income have been dashed on the rocks of new regulations! Just a year ago it was possible for a spouse to retire and suspend his or her benefits...
