FINANCIAL LEARNING
Estate Planning Needs to Be on Your Retirement To-Do List
Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will....
Updating Your Estate Plan
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...
Could a Self-Directed IRA Help You Solve a Real Estate Issue?
It might prove to be a better choice than a 1031 exchange. Did you know you can buy & sell real estate using a tax-deferred retirement account?...
What’s Important To You When Engaging A Financial Planner
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How to Talk to Your Kids About Money When You Have a Lot of It
Be transparent about your wealth. Determining how much to share about your finances with your kids and when to do so can be a tough call. Many...
What’s Your Dream Future Look Like?
Me and the guys at SDP have spent years asking people “What does retirement look like?” or “What are your goals and dreams for the future?” It’s...
2016 Retirement Plan Contribution Limits
Tame yearly inflation means very little change. Over the past 12 months, consumer prices have increased very little. The latest Consumer Price Index...
When Should I Begin to Take Social Security?
With the recent changes (April 2016) in some of the rules for drawing Social Security, a lot of good plans for retirement income have been dashed on...
Burdens: What is the real cost of inaction?
No one WANTS to be a burden to their family or loved ones. Planning for our advanced years reveals several areas where we could become a burden...
October Is National Financial Planning Month
Saving is a great start, but planning to reach your financial goals is even better. Are you saving for retirement? Great. Are you planning for...
Gen X retirement plans: Still time to catch up
What’s working Like their baby boom elders, many working Gen Xers have heard and acted on the message that they need to save for retirement. More...
5 Ways to Free Yourself from Being Frozen in Fear
By: Shan White Fear is a normal human emotion. We all experience it, know what it feels like, and have, at times, been overcome by it. So, you are...
Finding new ways to hide travel fees
When you travel, there's a fee for everything. Change an airline ticket, pay a fee. Forget to fill your car rental gas tank, pay a fee. Cancel your...
Do Our Biases Inhibit Our Retirement Savings Efforts?
They may affect our attempts to build wealth. Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of $100...
Filial Responsibility Laws
Could you be required to provide financial support to your parents? Imagine your parents outliving their money. A terrible thought, right? Should...
Don’t be Ruled By The Headlines
Elder Abuse: The Elephant in the Room
A growing problem in the United States is what is called “elder abuse”. It occurs in nursing homes, assisted living facilities and especially in...
I’m facing a divorce. What do I do now?
IMPORTANT NOTE: Will Parrish and his team at Slate, Disharoon, Parrish & Associates, LLC are NOT attorneys and do not provide legal advice....
Does a teacher NEED a financial plan?
“I don’t make that much money.” “I have the TCRS.” “I don’t lead an extravagant life.” All are things the SDP Team has heard, and all are reasons...
How Men And Women Think Differently About Money
Men and women approach financial planning differently, but there's success in their balance. By Janet Bodnar, From Kiplinger's Personal Finance Read...
What’s the Best Corporate Structure to Protect Small Business Owners?
Robb Mandelbaum Do you create a partnership? A corporation? And what kind? When business takes a turn for the worse—the debts become unmanageable,...
The Difference Between Having An Estate Plan And A Wealth Transfer Plan
Michael Chamberlain, CFP, AIF, Contributor Unfortunately, only about 45% of adult Americans have estate-planning documents. Generally as one...
How do seniors living alone rate their health?
BY RACHEL BLUTH, KAISER HEALTH NEWS People over 65 who live alone were more likely to describe their health as excellent or very good than were...
Divorce and dentistry: Why is rate of divorce high among dentists, and how can they avoid it?
Dentists have the unfortunate reputation of having a higher divorce rate than the rest of the population. Turns out that isn't true. However, there...
4 Credit Card Tips to Make Business Travel Easier
With the economy roaring back to life and airline ticket prices falling, many businesses are sending their employees back on the road in order to...
Beware of the Grandparents Scam
It's an all-too-common crime that can result in a loss of thousands of dollars Don’t let this happen to you or a loved one: An urgent email, or a...
Golf Tips: How to stay calm in a pressure situation
How many of you out there have let a great round slip away because the pressure gets to you at the worst possible moment? We've all been there. It...
Seniors, don’t fall for this dangerous fraudster trick
If you're in your 50s or older, chances are good that financial fraudsters have a big red target on your back. That's because they think you've got...
Estate planning 101: Stop and think about the pieces
Many people don’t understand that when it comes to transferring property after death a will does not cover all assets. When designing someone’s...
Why today’s stock volatility shouldn’t scare retirees
Stock prices seem increasingly volatile. So much so that those saving for and those living in retirement are becoming increasingly fearful of...