by SDP Team | Apr 14, 2017 | Financial Planning
If you’re in your 20s or 30s and are taking the time to read this article, you’re a forward-thinker. According to the life insurance industry research group LIMRA, nearly 30 percent of millennials polled say that saving for a vacation is more important...
by SDP Team | Apr 14, 2017 | Financial Planning
Everyone should aim to have a cash reserve. We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met. Imagine a 30-year-old couple with no real savings. Let’s...
by SDP Team | Apr 14, 2017 | Financial Planning
Focus! Ben Franklin understood that magnification would help make images bigger. He improved on glasses of the day by splitting the lens into two parts…one for seeing more distant objects and one for seeing closer objects better. Neither single solution...
by SDP Team | Mar 8, 2017 | Financial Planning
Have you ever purchased anything on the spur of the moment (such as a dress or pair of shoes) and when you got the item home, you realized you didn’t really like or need it? Everyone wants to make smart financial decisions, but unfortunately sometimes people allow...
by SDP Team | Feb 27, 2017 | Financial Planning
How The Wealthy Harvest Losses For Gain As part of investing and advising and reviewing, family offices routinely look for ways to optimize their after-tax returns through tax loss harvesting. Below are some tips from the pros. Look for opportunity. Investors can...
by SDP Team | Feb 20, 2017 | Financial Planning
Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing...
