by SDP Team | Feb 11, 2020 | Tax
With tax season officially open as of Jan. 27, taxpayers may feel a familiar sense of anxiety. In fact, about 1 in 3 taxpayers told Credit Karma Tax in a recent survey they typically get anxious about prepping their taxes. Tax anxieties are higher among younger...
by SDP Team | Feb 11, 2020 | Insurance
Though life insurance policies can often seem like a one-size-fits all financial arrangement, it’s really anything but. Beyond choosing basic policy provisions, like the death benefit amount, the policy term (in the case of term life insurance), or even the monthly...
by SDP Team | Jan 23, 2020 | Tax
Is Your Retirement Really SECURE? Part II Written by Conrad Slate Do you know about the new SECURE Act? It’s the one passed by Congress in December that lets you postpone your required distributions (RMDs) from starting at age 70 ½ to age 72. So far so good,...
by SDP Team | Jan 7, 2020 | Tax
Secure or Not? written by Conrad Slate Do you remember when “we have to read it to see what is in it”? Well, we have a brand new law that will make a difference to almost every American who has a retirement account of almost any kind. The SECURE Act passed Congress...
by SDP Team | Dec 19, 2019 | Financial Planning
by Conrad Slate I read a recent article that discussed how to use the time during the holidays to broach your estate plans with your children. It’s pretty exciting stuff…”Come home to visit us and we’ll tell you how we are going to pass along what we have.” No, for...
