by SDP Team | Mar 14, 2017 | IRA
Here is a way for a solopreneur to save much more for retirement. Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth Solo 401(k). If you are a high-earning solopreneur, this savings vehicle may be a great choice...
by SDP Team | Mar 13, 2017 | Fiduciary
A new fiduciary rule could potentially reduce the number of such advisors. Today, many people claim to offer retirement planning. In the near future, their ranks may thin because of new regulations on qualified retirement plans being phased in by the Department of...
by SDP Team | Mar 13, 2017 | Estate Planning
Don’t drop the ball when planning your estate People work hard throughout their lives to provide for their families, but many make serious errors in planning — or simply fail to plan — when it comes to passing their wealth to heirs after they die. To that point,...
by SDP Team | Mar 10, 2017 | Social Security
Dispelling some misperceptions about the program. Some myths & misperceptions keep circulating about Social Security. These are worth dispelling, as more and more baby boomers are becoming eligible for their retirement benefits. Myth #1: Social Security will go...
by SDP Team | Mar 8, 2017 | Financial Planning
Have you ever purchased anything on the spur of the moment (such as a dress or pair of shoes) and when you got the item home, you realized you didn’t really like or need it? Everyone wants to make smart financial decisions, but unfortunately sometimes people allow...
