by SDP Team | Jun 19, 2019 | Money
The spam calls keep coming, offering you loans or threatening you with jail time for IRS violations. By some estimates, they make up at least a quarter of all calls in the United States.And as the problem continues to grow, it creates a whole new set of related...
by SDP Team | May 1, 2019 | Money
Just this week a long-time client came in to review accounts and at the end of our meeting told me she had recently been the victim of a scam. Her story was horrifying!It started with an email from a “member” of the US military,”deployed in Afghanistan”. It seems...
by SDP Team | Jan 28, 2019 | Money
Over half of retirees are financially insecure but nearly all are happy, according to a new survey by the Transamerica Center For Retirement Studies.Less than half are confident they have built a nest egg large enough to carry them through retirement while happiness...
by SDP Team | Apr 14, 2017 | Money
These spending and investing precepts may encourage its longevity. All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts. One precept:...
by SDP Team | Apr 7, 2017 | Money
When it comes to money, what keeps women up at night? Northwestern Mutual’s 2016 Planning & Progress study reveals 87% of women feel anxious about their finances due to unexpected expenses, health care costs, credit card debt and more. Saving for retirement gives...
by SDP Team | Mar 1, 2017 | Money
The habits and values of wealthy Americans. Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net worth investors, it has more than ever before. In 2015, the U.S. had 10.4 million...
