by SDP Team | Dec 6, 2019 | Financial Planning
Your Year-End Financial Checklist Six aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and long-term goals we want to accomplish. To that end, here are six aspects of...
by SDP Team | Dec 6, 2019 | life insurance
What Is Cash Value Life Insurance and How Does It Work? Life insurance provides a death benefit for the policy’s beneficiaries. Life insurance policies come in a number of forms, including cash value life insurance which provides permanent coverage with a...
by SDP Team | Dec 6, 2019 | Estate Planning
3 Lies People Tell Themselves About Estate Planning People tend to avoid estate planning like it’s the plague, but no financial plan can be complete without one. Sure, thinking about your own demise doesn’t rate high on the “fun scale,” but not everything in life...
by SDP Team | Dec 6, 2019 | Death
What Is Probate and How Can You Avoid It? Probate court can handle the distribution of an estate’s assets, but there are ways you can avoid it. BRIAN O’CONNELL Probate is an important legal mechanism that dictates where, when and how a person’s...
by SDP Team | Dec 6, 2019 | Retirement
Debunking Common Retirement Assumptions Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop...
