by SDP Team | Feb 1, 2024 | Financial Principles To Live By
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown, and the need to help protect the household against the loss of an income-earner has passed. If you are thinking about dropping your coverage...
by SDP Team | Feb 1, 2024 | Money in A Growing Family
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it...
by SDP Team | Feb 1, 2024 | Financial Principles To Live By
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can help you manage your tax liability. Keep in mind that...
by SDP Team | Feb 1, 2024 | Financial Principles To Live By
Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it...
by SDP Team | Feb 1, 2024 | Money in A Growing Family
The average American owes $59,580 in debt. Of that $59,580, $41,830 is from mortgage debt, $5,640 is from student loans, and $5,470 is from auto loans. Little wonder that money worries can be a major cause of stress.1 The Link Between Stress and Health Humans have an...
