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6 Reasons Why Financial Planning Isn’t Just for the Wealthy

6 Reasons Why Financial Planning Isn’t Just for the Wealthy

by SDP Team | May 23, 2018 | Financial Planning

There’s an unfortunate divide when it comes to financial planning. The lower your income, the less likely you are to have a financial plan. But it doesn’t have to be that way. A 2016 Financial Engines report found that only 37 percent of American workers...
How to figure out elder care for your aging parent

How to figure out elder care for your aging parent

by SDP Team | May 23, 2018 | Risk Management

For T.J. Mancuso, 40, of Apex, N.C., the health of his parents took center stage five years ago when a medical condition left his father unable to qualify for long-term care insurance. Seeing his mother deal with the challenges of being a full-time caregiver, Mancuso...
Say hello to the No. 1 threat to your $11 million inheritance

Say hello to the No. 1 threat to your $11 million inheritance

by SDP Team | May 23, 2018 | Estate Planning

Attorneys, accountants point to family conflict as the biggest threat to estate planning. Tax reform and market volatility follow, respectively. Even with the estate tax exemption at $11.2 million per person, business owners and wealthy families need to head off...
You need to earn $418,000 to buy a home in NYC—here’s what you need in other major US cities

You need to earn $418,000 to buy a home in NYC—here’s what you need in other major US cities

by SDP Team | May 23, 2018 | Economy

In many major U.S. cities, it’s becoming more costly than ever to purchase a home. “Over the past decade, home prices in almost all major U.S. cities have increased,” home investment company Unison points out in its newly released 2018 Home...
What You Need To Know About Social Security And Medicare Changes For 2018

What You Need To Know About Social Security And Medicare Changes For 2018

by SDP Team | May 23, 2018 | Medicare

Each and every year we see some small changes to Social Security and Medicare. This year is no different. How much you will receive from Social Security during retirement, to the caps on payroll taxes to fund future benefits are just a couple of the common areas with...
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