by SDP Team | Mar 1, 2018 | Financial Planning
Time is one of the most valuable assets at your disposal. Unfortunately, many people spend 40 hours a week for 40 or 50 years trading their time for this thing we call money. The great news is that there’s a corollary to that fact: If people are willing to give...
by SDP Team | Mar 1, 2018 | Financial Planning
Do you own a business, the lifeblood of employment in our economy? Wonderful! Is the expected future value of your business a primary part of your personal retirement plan, or are you postponing other retirement savings or even planning for retirement until you can...
by SDP Team | Jan 4, 2018 | Financial Planning
We take a team approach to managing your wealth. Conrad Slate, CLU, ChFC, MSFS Certified Family Business Specialist Why Do I Need a Financial Advisor? Not everyone does! OK, now that is said so let’s consider the question. If you do your own taxes, download your...
by SDP Team | Dec 25, 2017 | Financial Planning
Just a few days ago Brenda told me about picking up Miles, my youngest grandson, age 4, at preschool. They have to pull up to the “loading zone” and get the child in the car and buckle the seatbelt before leaving. Miles was looking at something he had brought to the...
by SDP Team | Oct 16, 2017 | Financial Planning
When envisioning your golden years, you likely have a long list of goals you’d like to achieve, from crossing destinations off your travel list to re-discovering your love of woodworking or photography. When you’ve saved for retirement with such ambitions in mind, you...
by SDP Team | Aug 31, 2017 | Financial Planning
There are few things more professionally satisfying to a financial coach than embracing an opportunity to guide others to and through an “aha moment.” You know, those enlightening times when you finally realize a solution to a problem that can ultimately be life...
