by SDP Team | Apr 14, 2017 | Uncategorized
Some good money news rolled in with the New Year: Life insurance could be cheaper in 2017. New rules governing the back-end finances of insurance companies went into effect at the start of the year, and some companies are already in the process of lowering prices for...
by SDP Team | Apr 14, 2017 | Financial Planning
Is it time to review your policy? Life insurance is hard. It’s hard to know if you have the right kind. It’s hard to know if you have enough. And it’s hard to know if you need any at all. The insurance companies have made it even harder by coming up with bewildering...
by SDP Team | Apr 14, 2017 | IRA
Will it apply to your retirement savings distribution? If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to arrange an IRA rollover – a common and useful financial move designed to take these...
by SDP Team | Apr 14, 2017 | Financial Planning
Finding the right insurance to invest in – or use for long-term planning – can be complicated for many investors. Similar to an auto policy, a term life insurance is a temporary policy many individuals use to cover themselves for a period of time and then it expires....
by SDP Team | Apr 14, 2017 | Financial Planning
Although I like online retirement calculators, they can’t tell you everything. There are a handful of wild cards that could mess you up. When figuring out how much you need to retire, you need to know two basic facts: 1) How much you need based on your...
