by SDP Team | Apr 14, 2017 | Financial Planning
When Fidelity Investments asked more than 1,000 pre-retirees to guess the percentage that retirement planners would recommend, 19% said 7-9% a year. (A typical recommendation might be 4%.) Additionally, another 19% of pre-retirees responding to the investment...
by SDP Team | Apr 14, 2017 | Financial Planning
Is it time to review your policy? Life insurance is hard. It’s hard to know if you have the right kind. It’s hard to know if you have enough. And it’s hard to know if you need any at all. The insurance companies have made it even harder by coming up with bewildering...
by SDP Team | Apr 14, 2017 | Financial Planning
Finding the right insurance to invest in – or use for long-term planning – can be complicated for many investors. Similar to an auto policy, a term life insurance is a temporary policy many individuals use to cover themselves for a period of time and then it expires....
by SDP Team | Apr 14, 2017 | Financial Planning
Although I like online retirement calculators, they can’t tell you everything. There are a handful of wild cards that could mess you up. When figuring out how much you need to retire, you need to know two basic facts: 1) How much you need based on your...
by SDP Team | Apr 14, 2017 | Financial Planning
Adulting is rough. Especially when it comes to money. Navigating your first paycheck, paying for rent and health care on your own, saving for your future — all while buried under student loans — can be overwhelming. But getting your finances in order at a...
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...
