by SDP Team | Jan 4, 2018 | wealth management
We all want to be wise with our money, but doing so is a lot harder than most people realize. Studies show that most people save too little, withdraw too much, and make matters worse by buying and selling investments at inopportune times. The past nine years have...
by SDP Team | Jan 4, 2018 | Financial Planning
We take a team approach to managing your wealth. Conrad Slate, CLU, ChFC, MSFS Certified Family Business Specialist Why Do I Need a Financial Advisor? Not everyone does! OK, now that is said so let’s consider the question. If you do your own taxes, download your...
by SDP Team | Dec 25, 2017 | Financial Planning
Just a few days ago Brenda told me about picking up Miles, my youngest grandson, age 4, at preschool. They have to pull up to the “loading zone” and get the child in the car and buckle the seatbelt before leaving. Miles was looking at something he had brought to the...
by SDP Team | Dec 11, 2017 | Estate Planning
They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal...
by SDP Team | Dec 11, 2017 | Health
You can’t possibly know what health care will look like in retirement, so prepare for the worst. The health savings account is “like a secret IRA” with huge tax advantages for those that qualify. Look toward your family history and inheritance goals...
