by SDP Team | Jun 19, 2019 | Insurance
Assess the coverage for your new household.Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage to determine if any changes are in order as well as consider...
by SDP Team | Jun 19, 2019 | budget
A windfall from a loved one can be both rewarding and complicated.Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of...
by SDP Team | Jun 19, 2019 | budget
What is frugal living?You can live a little and have peace of mind, all with your bills being paid in full and on time. It’s just a matter of priorities. And really, that’s all frugal living is about. It’s not about sacrificing things you love. It’s not about...
by SDP Team | Jun 19, 2019 | wills
Choosing a trustee to manage your estate when you are gone is an important decision and one that should not be taken lightly.Depending on the type of trust you are creating, the trustee will be in charge of overseeing your assets and the assets of your loved ones....
by SDP Team | Jun 19, 2019 | Tax
The new 401k/IRA modification rules that have passed the House of Representatives and are now being taken up by the Senate will provide a number of improvements and simplification for high net worth taxpayers, while also taking away the ability to “stretch out”...
