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,...
by SDP Team | Dec 6, 2019 | Financial Planning
Measuring the Value of a Financial Advisor One study asserts that these relationships can make a difference for investors. What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers,...
by SDP Team | Dec 6, 2019 | Financial Planning
Reducing the Risk of Outliving Your Money What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top...
by SDP Team | Jun 19, 2019 | Financial Planning
The right moves for every age.Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all,...
