by SDP Team | Feb 11, 2020 | Business
Modern retirement is no longer a career-ending event, but instead, often a professional reinvention. “For many people, retirement is a time to take on an encore career or start a new business,” says Jamie Hopkins, director of retirement research at Carson Group. Just...
by SDP Team | Feb 11, 2020 | Tax
WASHINGTON – Seniors and retirees whose incomes are under $69,000 a year should explore IRS Free File for free online tax preparation. Seniors are among the key constituents for Free File which has served 57 million taxpayers and saved them $1.7 billion since the...
by SDP Team | Feb 11, 2020 | Tax
The SECURE Act was passed at the end of 2019, and with it came a variety of unintended and unexpected consequences surrounding tax planning. The tax analysis of the bill shows it’s expected to be a tax revenue generator for the government over the next 10 years. The...
by SDP Team | Feb 11, 2020 | Insurance
From landing your first real job to living in your own apartment to balancing your own budget, adulting can be hard. It’s easy to get caught up trying to navigate life and stay afloat as a young adult. You have new expenses and places to put your money: Think 401k or...
by SDP Team | Feb 11, 2020 | Financial Planning
Hackers are targeting new types of financial accounts, including customer reward programs and retirement plans. The thought of losing your life savings to hackers can be terrifying — and it’s why two of Houston financial adviser Michelle Gessner’s clients didn’t want...
