by SDP Team | Jan 7, 2025 | Financial Planning
Every day, individuals achieve success, with many ultimately building wealth. Those who consistently generate wealth develop habits that propel them to millionaire status. Often, these individuals cultivate healthy financial practices, which not only accelerate their...
by SDP Team | Jan 7, 2025 | Financial Planning
Have you heard the one about the billionaire who lives in a modest home? Probably not, but we bet you know his name. It’s Warren Buffett. Yes, we said Warren Buffett—the stock market guy who Forbes estimates has a $106 billion net worth.1 His house? It’s not a...
by SDP Team | Jan 7, 2025 | Financial Planning
If you’re paying off student loans, saving for major goals (a home, car, wedding), and saving for retirement all at the same time, it can be difficult to imagine relaxing about money or easing into a routine that helps serve all three of these masters. But when it...
by SDP Team | Sep 10, 2024 | Financial Planning
Add up certain types of debt and compare the total to your income to see if it’s a problem and how to proceed. Wondering if you have too much debt? Looking into your debt-to-income ratio can help answer your question. Add up your monthly debt obligations (things...
by SDP Team | Sep 10, 2024 | Financial Planning
So, you want to learn more about your money and make moves with it. Go you. Go easy on yourself, and start small It’s OK if you don’t save much or have a clue what IRA stands for. Aim to avoid negative self-talk and give yourself grace, says Moore, who’s also the...
by SDP Team | Sep 10, 2024 | Financial Planning
Employee credit card policies may help protect companies and employees from unintended use. Employee credit card policies generally define who can use a business or corporate card and what they can use it for. Best practices for credit card policies can include an...