FINANCIAL LEARNING

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a...

A Brief Guide To Condo Insurance

by SDP Team | Money in A Growing Family

The ownership structure of a condominium unit is different from that of a single-family house. Here’s what you need to know when purchasing...

Question Everything

TAG: Financial Planning KEY TAKEAWAY, Will Parrish "QUESTION EVERYTHING: Critical thinking for today." The world is changing faster, faster. The...

Financial Planning Tips For The Times You Thought Would Never Happen

Author: Craig Harder, DDS TAG: Wills, Life Insurance, Mutual Aid Groups, It's easy to cruise through life feeling invincible, but no one is. Have...

9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start...

4 Steps to Protecting a Child with Disabilities

by SDP Team | Money in A Growing Family

Raising a child is expensive and can cost about a quarter of a million dollars, excluding college. For a child with special needs, that cost can...

“It’s Different When it’s YOU.”

"It's Different When it's YOU." Everyone I know, including myself, wants to retire... one day. And the picture in our minds of what...

I wouldn’t be here serving the SDP client family today if it weren’t for Conrad Slate.

I wouldn’t be here serving the SDP client family today if it weren’t for Conrad Slate. Conrad and I both graduated from Tennessee Tech University...

Fond Farewell 08 03 22

Fond Farewell To A Valued Colleague and Friend, enjoy retirement. I want to take a brief hiatus from my blended family newsletter theme and focus on...

So You Think You Want to Retire? 08 03 22

So You Think You Want to Retire? I think I can still be of value in a lot of ways, but probably different from what I have primarily done in the...

So You Think You Want to Retire? 07 06 22

So You Think You Want to Retire? The time has come. In fact, it’s probably overdue. Rick and Will are seasoned and highly capable. We’ve been...

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! 07 06 22

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! ESTIMATED 3MIN READ My personal experience planning for long-term care. "But...

Money in a Growing Family 07 06 22

ESTIMATED 2MIN READ Communication is key for young families as they start to work on building a solid financial foundation. There is no...

My personal journey in a blended family 07 06 22

My personal journey in a blended family ESTIMATED 1MIN READ One important financial planning aspect of bringing two families together in a blended...

So You Think You Want to Retire? 06 08 22

So You Think You Want to Retire? ESTIMATED 2MIN READ I was too busy to think of retirement at 70. I was going to work as long as “the boys” at SDP...

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! 06 08 22

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! ESTIMATED 2MIN READ Work Up Some Numbers For Me My last two pieces may have...

My Journey: Money in a Growing Family 06 08 22

ESTIMATED 2MIN READ FOMO “Fear of missing out” is a phenomenon that many new parents and young families contend with in multiple facets of their...

My personal journey in a blended family 06 08 22

My personal journey in a blended family ESTIMATED 2MIN READ There is no lack of hurdles and challenges in bringing two separate and distinct...

So You Think You Want to Retire? 05 11 22

So You Think You Want to Retire? ESTIMATED 2MIN READ It was simple. I didn’t want to retire. I had not considered it. That’s when I was...

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! 05 11 22

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! ESTIMATED 2MIN READ Paying Off Your HomeMany Americans still believe that paying...

Money in a Growing Family 05 11 22

ESTIMATED 1MIN READ My wife, Chelsea, and I are expecting our first child this November. I will not be the first person to be a new dad, nor will I...

Money in a Blended Family 05 11 22

3 Estate Challenges for Blended Families ESTIMATED 2MIN READ Preparing your estate can be complicated, and if you’re a part of a blended family,...

So You Think You Want to Retire? 05 25 22

So You Think You Want to Retire? ESTIMATED 2MIN READ In the last post I was somewhere in my mid- 60’s; this time I am approaching 70 as we start. ...

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! 05 25 22

MONEY DO’S AND DON’TS: Stop managing your money like it’s the 50’s! ESTIMATED 2MIN READ You Can’t Eat Your Home. In my last editorial, I began...

Money in a Growing Family 05 25 22

ESTIMATED 2MIN READ Buying life insurance - when is the right time? One common financial instrument that is recommended for new parents is life...

My personal journey in a blended family 05 25 22