(865) 357-7370 kim@sdp-planning.com

SDP Where Our Journey Takes Us 08 03 22

So You Think You Want to Retire? I think I can still be of value in a lot of ways, but probably different from what I have primarily done in the past.  During Covid, I began to think of what regrets I would have if Brenda or I died from the virus.  I’d regret that I...

SDP Where Our Journey Takes Us 07 06 22

My personal journey in a blended family ESTIMATED 1MIN READ One important financial planning aspect of bringing two families together in a blended family is the risk management portion of your plan.  In this writing, I’ll focus specifically on the life insurance...

SDP Where Our Journey Takes Us 06 08 22

My personal journey in a blended family ESTIMATED 2MIN READ There is no lack of hurdles and challenges in bringing two separate and distinct families together in a blended family environment.  The merging of finances and financial decision making is one of the most...

SDP Where Our Journey Takes Us 05 11 22

3 Estate Challenges for Blended Families ESTIMATED 2MIN READ Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of...

SDP Where Our Journey Takes Us 05 25 22

My personal journey in a blended family ESTIMATED 1MIN READ  The cycle of life often brings us transition periods.  These periods can be positive and negative experiences.  After my personal experience of divorce, I had to transition to making financial decisions on...