(865) 357-7370 kim@sdp-planning.com

Annual Financial To Do List

Annual Financial To-Do ListThings you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could...
Creating A Private Foundation

Creating A Private Foundation

Starting an organization to pursue your philanthropic passions can add a new level of meaning to your life—as long as you know how to avoid the pitfalls. On September 11, 2001, Nashville-based healthcare entrepreneur Donato Tramuto was supposed to be aboard United...
Holiday Conversations With Your Children

Holiday Conversations With Your Children

by Conrad Slate I read a recent article that discussed how to use the time during the holidays to broach your estate plans with your children.  It’s pretty exciting stuff…”Come home to visit us and we’ll tell you how we are going to pass along what we have.” No, for...