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...
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...
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...
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...
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...
