by SDP Team | Aug 23, 2023 | Financial Principles To Live By
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a...
by SDP Team | Aug 23, 2023 | Financial Principles To Live By
When looking for income-generating investments, some investors turn to dividend-yielding stocks. When a company makes a profit, that money can be put to two uses: It can be reinvested in the business. It can be paid out to the company’s shareholders in the form...
by SDP Team | Apr 18, 2023 | Money in A Growing Family
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 94.7 million in 2060. As our nation ages, many...
by SDP Team | Apr 18, 2023 | Financial Principles To Live By
A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident.1 In 2001 congress passed a law that can help older workers make up for lost time. But...
by SDP Team | Apr 18, 2023 | Money in A Growing Family
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition. Accept that the Parent-Child...
