by SDP Team | Jul 31, 2018 | Financial Planning
Why financial professionals are changing their business models. A major shift has occurred in the financial world. More and more financial professionals have moved away from the industry’s traditional compensation model to a new one – in the eyes of many of them, a...
by SDP Team | Jul 31, 2018 | Tax
Even with less itemizing, there are still tax documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto...
by SDP Team | Jul 31, 2018 | budget
Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as any to alter your behavior. #1: Lending...
by SDP Team | Jul 31, 2018 | Retirement
New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal choices for their invested assets. New rules are scheduled to be implemented through the TSP Modernization Act, permitting TSP...
by SDP Team | Jul 31, 2018 | Estate Planning
While it may be a task that’s low on your to-do list, estate planning can provide guidance for your loved ones in the future. It will also give you a sense of relief as you think about passing on your household and assets. “Most people would benefit from...
