by SDP Team | Apr 14, 2017 | Financial Planning
When Fidelity Investments asked more than 1,000 pre-retirees to guess the percentage that retirement planners would recommend, 19% said 7-9% a year. (A typical recommendation might be 4%.) Additionally, another 19% of pre-retirees responding to the investment...
by SDP Team | Apr 14, 2017 | Tax
A big tax bill is like hay fever. You don’t want it, you try to avoid it — and then April rolls around and it hits you hard. Now you have to figure out how to take care of it. Taxes have to be paid, and putting them on your credit card might seem a good option. Maybe...
by SDP Team | Apr 14, 2017 | Retirement
If you’re in retirement now, or approaching it, you know there are many things to consider and many decisions to be made that will be important in determining your financial well-being for the rest of your life. Among the most crucial: estimating how long you’ll live....
by SDP Team | Apr 14, 2017 | Tax
At tax time, it’s easy to remember your wages, since you receive a Form W-2. It’s also easy to remember income reported on Forms 1099. You probably get many Forms 1099, so don’t lose them. But what isn’t so clear is if you get income without...
by SDP Team | Apr 14, 2017 | Money
These spending and investing precepts may encourage its longevity. All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts. One precept:...
