by SDP Team | Jul 24, 2019 | Children
That’s my youngest grandson, Miles, age 6. He loves to fish, and since he was three he has caught fish! The photo above is from this week in Florida. Fishing in Tampa Bay, he has had a great week of catching dozens of sea trout, snapper, and other common fish. He...
by SDP Team | Sep 4, 2018 | Children
Infants should ride rear-facing for “as long as possible,” according to a leading pediatricians group Parents with young children should be alerted to new guidelines for car seats: the American Academy of Pediatrics is now saying that babies should remain...
by SDP Team | Apr 2, 2018 | Children
Friends, None of us have escaped a relative, friend, neighbor, or even a personal bout with cancer. It is no respecter of persons…rich and poor alike are struck. It is for those who have limited or no means of dealing with not only the treatment but also the...
by SDP Team | Jul 4, 2017 | Children
Certified financial planner Mike Keeler has a client, a retired teacher, who saved diligently for her golden years and will leave behind a sizable estate when she passes away. Her estate-planning challenge, though, is that she has no children. It’s a situation...
by SDP Team | Oct 12, 2016 | Children
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 high-wealth parents put off having conversations about money. A 2013 Wall Street Journal article by Missy Sullivan references...
by SDP Team | Oct 10, 2016 | Children
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 fulfilling to help people set plans in place to reach those goals and dreams. Recently a good friend asked me what MY dream...
