by SDP Team | Feb 6, 2017 | Financial Planning
Every industry has its jargon. Those terms for people “in the know” that sometimes help streamline conversations. Here are a few important terms that might need some additional clarity for the average person. CFP®: A Certified Financial Planner (CFP®) is a...
by SDP Team | Feb 6, 2017 | Financial Planning
We may need to change them to better our financial prospects. Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor or rich on the street,...
by SDP Team | Feb 1, 2017 | Financial Planning
Managing your own money can be hard enough, so throwing another person into the equation can make things downright chaotic, according to findings from TD Bank’s 2016 Love & Money survey. But managing your money as a couple has its benefits, too. Plus, it isn’t as...
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...
