by SDP Team | Mar 24, 2017 | Risk Management
New statistics point out an alarming financial problem. $6,876. That is the average amount of credit card debt owed by an American household headed up by an individual aged 65-69.1 If you are newly retired or close to retiring, that figure may alarm you. It is more...
by SDP Team | Mar 22, 2017 | Estate Planning
When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical...
by SDP Team | Mar 21, 2017 | Tax
Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations. An IRA trust is simply a revocable living trust...
by SDP Team | Mar 20, 2017 | Health
The happiest retirees have learned this lesson It’s all the rage now. You’re supposed to find, follow and live your passion. I’m one of those who shout it from the rooftops. In fact, the closing words to my TED talk about fear are, “Let the passion drive you through...
by SDP Team | Mar 20, 2017 | Tax
With the tax filing deadline approaching, have you considered contributing to an Individual Retirement Arrangement (IRA)? IRAs are one of the most powerful retirement savings tools available to you. Even if you’re contributing to a workplace retirement plan, you may...
