by SDP Team | Feb 11, 2020 | Financial Planning
Hackers are targeting new types of financial accounts, including customer reward programs and retirement plans. The thought of losing your life savings to hackers can be terrifying — and it’s why two of Houston financial adviser Michelle Gessner’s clients didn’t want...
by SDP Team | Feb 11, 2020 | Financial Planning
Over the past two decades, I have specialized in advising women in moments of transition. This has given me the unique opportunity to observe women’s financial practices and attitudes during the window in which they are most open and most vulnerable. Oftentimes, this...
by SDP Team | Feb 11, 2020 | Financial Planning
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...
by SDP Team | Dec 19, 2019 | Financial Planning
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...
by SDP Team | Dec 6, 2019 | Financial Planning
Your Year-End Financial Checklist Six aspects of your financial life to review as the year draws to a close. The end of the year can help remind us of last-minute things we need to address and long-term goals we want to accomplish. To that end, here are six aspects of...
by SDP Team | Dec 6, 2019 | Financial Planning
Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments,...
