by SDP Team | Jul 31, 2018 | Financial Planning
A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits...
by SDP Team | Jul 31, 2018 | Financial Planning
Why financial professionals are changing their business models. A major shift has occurred in the financial world. More and more financial professionals have moved away from the industry’s traditional compensation model to a new one – in the eyes of many of them, a...
by SDP Team | May 23, 2018 | Financial Planning
There’s an unfortunate divide when it comes to financial planning. The lower your income, the less likely you are to have a financial plan. But it doesn’t have to be that way. A 2016 Financial Engines report found that only 37 percent of American workers...
by SDP Team | May 23, 2018 | Financial Planning
Written by Judith Ward, Contributor at Forbes.com Women face a number of gender-specific risks when it comes to money. According to U.S. Census Bureau research, women earn roughly 80 cents on the dollar compared with men. In addition to the disparity in our paychecks,...
by SDP Team | Mar 1, 2018 | Financial Planning
Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or our children to solve....
