FINANCIAL LEARNING
A Look At Diversification
Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different...
A Home Insurance Claim: To File or Not to File
Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to...
A Decision Not Made Is Still A Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational...
Things You Need To Do When A Parent or Spouse Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be...
A Cheat Sheet for Sending Your Kids to College
College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college...
A Bucket Plan To Go With Your Bucket List
John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to...
A Brief History of Estate Taxes
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
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
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...