(865) 357-7370 kim@sdp-planning.com
Beware!  Scams, Fraud, Prey on Seniors Part 1

Beware! Scams, Fraud, Prey on Seniors Part 1

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...
How Can You Make Your Retirement Money Last?

How Can You Make Your Retirement Money Last?

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:...
How Boomer Women Can Worry Less About Money

How Boomer Women Can Worry Less About 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...
Surprising Characteristics of the Millionaires Next Door

Surprising Characteristics of the Millionaires Next Door

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...