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...
by SDP Team | Apr 14, 2017 | Financial Planning
Adulting is rough. Especially when it comes to money. Navigating your first paycheck, paying for rent and health care on your own, saving for your future — all while buried under student loans — can be overwhelming. But getting your finances in order at a...
by SDP Team | Apr 14, 2017 | Estate Planning
Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major...
by SDP Team | Apr 14, 2017 | Financial Planning
If you’re in your 20s or 30s and are taking the time to read this article, you’re a forward-thinker. According to the life insurance industry research group LIMRA, nearly 30 percent of millennials polled say that saving for a vacation is more important...
by SDP Team | Apr 14, 2017 | Living Trust
You’ve got company. Neither have 6 in 10 U.S. adults You can hire a professional to write your will, or you can do it yourself. Preparing for the end of life is one of those things you know you should do — but have you actually sat down and done it? Probably not,...
