by SDP Team | Aug 16, 2022 | Journey Stories, Rick Disharoon
Fond Farewell To A Valued Colleague and Friend, enjoy retirement. I want to take a brief hiatus from my blended family newsletter theme and focus on a tribute to my longtime business partner, Conrad Slate. Our dear friend, mentor and firm co-founder, Conrad Slate,...
by SDP Team | Aug 16, 2022 | Journey Stories, Rick Disharoon
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 16, 2022 | Journey Stories, Rick Disharoon
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 16, 2022 | Journey Stories, Rick Disharoon
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...
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...
