by SDP Team | Jan 20, 2017 | Financial Planning
Is this age group preparing adequately for the future? How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should be their peak income years, and many of them have actively contributed to...
by SDP Team | Jan 16, 2017 | Financial Planning
What designations let you know that a financial professional will abide by it? The Department of Labor is introducing an important new rule regarding retirement plan accounts, which will be phased in during 2017 and fully implemented by 2018. Under this new rule,...
by SDP Team | Jan 13, 2017 | Financial Planning
The problem: Fewer financial resources to pay for it. A healthy 55-year-old woman on average will pay $79,000 more for health care over her retirement than a 55-year-old man, according to a report released Wednesday by HealthView Services. Women face a higher...
by SDP Team | Jan 11, 2017 | Financial Planning
Many people will not achieve their financial goals in 2017 or even get started, leaving their future financial security up in the air. So decided to reach out to the professors at The American College of Financial Services, a nonprofit, accredited college in Bryn...
by SDP Team | Jan 4, 2017 | Financial Planning
Through Slate, Disharoon, Parrish and Associates you can have access to a complex software that makes tracking your finances simple. Review your investments, assets, and expenses all from one convenient secure location. It’s called eMoney and as a client of SDP,...
by SDP Team | Jan 1, 2017 | Financial Planning
Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. Would you rather meet with an advisor or a...
