by SDP Team | Sep 7, 2017 | Dental
Retirement planning can be daunting for dentists. Are you saving enough? Have you explored your different options? But mainly, will you be prepared when the time arrives? Here are some helpful guidelines from an expert. DENTISTS NEAR RETIREMENT HAVE A VARIETY OF...
by SDP Team | Sep 7, 2017 | 401(k)
How much of your employer’s company stock should you consider in your 401(k) account? Should an employee hold company stock in their 401(k)? A common mistake many employees of large companies make is holding too much of their retirement savings in their company’s...
by SDP Team | Aug 31, 2017 | Financial Planning
There are few things more professionally satisfying to a financial coach than embracing an opportunity to guide others to and through an “aha moment.” You know, those enlightening times when you finally realize a solution to a problem that can ultimately be life...
by SDP Team | Aug 4, 2017 | Travel
The last thing anyone wants to do is spend more money than necessary when planning a vacation. But luckily, there are plenty of great apps to help you cut your travel costs. For every stage of a trip, from scheduling flights to booking a hotel, apps can help travelers...
by SDP Team | Aug 4, 2017 | Tax
Retirees can follow these simple guidelines to help manage their tax situations. Everyone can benefit by minimizing their tax liability, but retirees in particular have to pay close attention to their tax bills. When you’re on a fixed income, you can’t...
