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...
by SDP Team | Sep 10, 2024 | Financial Planning, Uncategorized
Depending on who you ask, you’ll probably hear two descriptions of the single life: either it’s a carefree romp filled with coffee dates, new faces, and late night drinks or it’s evenings spent alone with a herd of housecats, a full-to-the-brim wine...
by SDP Team | Dec 18, 2020 | Financial Planning
Annual Financial To-Do ListThings you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could...
by SDP Team | Feb 20, 2020 | Financial Planning
It’s a common assumption that wealthy individuals already have financial advisors assisting them, making them difficult to engage as prospects. But this isn’t always the case; some have quietly accumulated wealth over their lifetimes without the help of others –...
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...
