by SDP Team | Jan 16, 2023 | Money in A Blended Family
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to segment your...
by SDP Team | Jan 16, 2023 | Financial Principles To Live By
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by SDP Team | Jan 16, 2023 | Money in A Growing Family
The ownership structure of a condominium unit is different from that of a single-family house. Here’s what you need to know when purchasing insurance for your condo.1 1. Understand the Master Policy Since the ownership of all common areas is shared with other condo...
by SDP Team | Jan 6, 2023 | Financial Principles To Live By
TAG: Financial Planning KEY TAKEAWAY, Will Parrish “QUESTION EVERYTHING: Critical thinking for today.” The world is changing faster, faster. The rate of the flow of information is astounding. What can a person do to sift through the noise? A recent article...
by SDP Team | Dec 31, 2022 | Financial Principles To Live By
Author: Craig Harder, DDS TAG: Wills, Life Insurance, Mutual Aid Groups, It’s easy to cruise through life feeling invincible, but no one is. Have you done the work to make sure your loved ones and business will be financially secure if something happened? We’ve...
