by SDP Team | Dec 6, 2019 | budget
Cash Flow Management An underappreciated fundamental in financial planning. You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of business and personal “financial planning” involve...
by SDP Team | Dec 6, 2019 | Health Care
Insurance Needs for Empty Nesters and Retirees Thinking about coverage as you enter a new phase. With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your...
by SDP Team | Dec 6, 2019 | Tax
What if You Get Audited? What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In 2017, the most recent statistics available, show the I.R.S....
by SDP Team | Dec 6, 2019 | Financial Planning
Reducing the Risk of Outliving Your Money What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top...
by SDP Team | Dec 6, 2019 | Risk Management
Cybersecurity Protecting yourself from potential calamity Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes are both expensive and on the rise. The U.S. Identity...
