by SDP Team | Aug 3, 2022 | Journey Stories
3 Estate Challenges for Blended Families ESTIMATED 2MIN READ Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of...
by SDP Team | Aug 3, 2022 | Journey Stories
My personal journey in a blended family ESTIMATED 1MIN READ The cycle of life often brings us transition periods. These periods can be positive and negative experiences. After my personal experience of divorce, I had to transition to making financial decisions on...
by SDP Team | Jun 7, 2022 | Money Do's and Don't
MANAGING YOUR MONEY LIKE IT’S THE 50’S Many Americans still believe that paying off their home or sending extra mortgage payments each month is a good idea. At one time, it might have been, and in some instances today it might be, but when a person...
by SDP Team | Jun 7, 2022 | Money Do's and Don't
STOP MANAGING YOUR MONEY LIKE IT’S THE 50’s! In my last editorial, I began making the case about why a person might NOT want to pay off their home and how I believe that equates to “1950’s thinking.” You can read that HERE. In the 1950’s, coming off the...
by SDP Team | May 9, 2022 | Conrad Slate
It was simple. I didn’t want to retire. I had not considered it. That’s when I was in my mid-60s. My Social Security retirement date was age 65, but I wasn’t ready. Age 65 came and went, as did 66, 67, etc. I was in good health and felt many years younger than I...
