by SDP Team | Mar 1, 2018 | IRA
Do you work for yourself? Is your business too small for a 401(k) plan? If so, you should really consider establishing a SEP IRA plan – for yourself and for your employees. SEP stands for Simplified Employee Pension, and simplicity is a key feature of these retirement...
by SDP Team | Mar 1, 2018 | Social Security
In monitoring your Social Security profile, you may help to thwart fraud. Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may...
by SDP Team | Mar 1, 2018 | wealth management
After 20 months of relative calm, this volatility needs to be taken in stride. Are you upset by what is happening on Wall Street? It may help to see this pullback within a big-picture context. Corrections have become so rare as of late that when one occurs, emotion...
by SDP Team | Mar 1, 2018 | Financial Planning
Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or our children to solve....
by SDP Team | Mar 1, 2018 | wealth management
Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much...
