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...
by SDP Team | Dec 6, 2019 | Financial Planning
Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments,...
by SDP Team | Dec 6, 2019 | Financial Planning
Measuring the Value of a Financial Advisor One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers,...
by SDP Team | Dec 6, 2019 | wealth management
Can You Put Your IRA into a Trust? What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as...
by SDP Team | Dec 6, 2019 | Credit
Coping with College Loans Paying them down and managing their financial impact. Total student loan debt in America is now around $1.6 trillion. Since 2008, it has more than doubled. Federal Reserve data states that 44.7 million Americans are dealing with lingering...
