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...
by SDP Team | Dec 19, 2016 | Financial Planning
Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing...
by SDP Team | Dec 16, 2016 | Financial Planning
Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much...
by SDP Team | Dec 14, 2016 | Financial Planning
These spending and investing precepts may encourage its longevity. All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts. One precept:...
