by SDP Team | Aug 23, 2023 | Money in A Blended Family
Preparing for college while still in high school can be difficult for even the most academically-minded student. These days, you need to excel in the classroom, make sure you’re involved in extracurricular activities, and enroll in challenging classes to impress...
by SDP Team | Aug 23, 2023 | Money in A Blended Family
Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify tasks, streamline processes, and help...
by SDP Team | Apr 18, 2023 | Money in A Blended Family
Creating an estate management checklist can help ensure that your loved ones are taken care of in the event of your passing. Here is a sample checklist to get you started: Create a Will: A will is a legal document that outlines how you want your assets to be...
by SDP Team | Apr 18, 2023 | Money in A Blended Family
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies for...
by SDP Team | Apr 18, 2023 | Money in A Blended Family
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as...
by SDP Team | Jan 18, 2023 | Money in A Blended Family
“I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.” Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of...
