by SDP Team | Aug 16, 2022 | Craig Fowler, Journey Stories
ESTIMATED 2MIN READ Buying life insurance – when is the right time? One common financial instrument that is recommended for new parents is life insurance. There are many different types of life insurance policies out there to consider such as whole life, term...
by SDP Team | Aug 16, 2022 | Journey Stories, Rick Disharoon
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...
by SDP Team | Aug 3, 2022 | Conrad Slate, Craig Fowler, Journey Stories, Rick Disharoon, Will Parrish
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...
by SDP Team | Aug 3, 2022 | Journey Stories
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...
by SDP Team | Aug 3, 2022 | Journey Stories
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...
by SDP Team | Aug 3, 2022 | Journey Stories
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...
