by SDP Team | Feb 1, 2024 | Financial Principles To Live By
The federal estate tax threshold rose to $27.22 million in 2024 for married couples and $13.61 million for individuals as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...
by SDP Team | Feb 1, 2024 | Financial Principles To Live By
According to Yale University’s Crash Confidence Index, only about 24% of investors are confident the stock market will not crash sometime during the next six months.1 If fear leads investors to avoid the entire investment class, they may limit their potential...
by SDP Team | Feb 1, 2024 | Financial Principles To Live By
Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is...
by SDP Team | Feb 1, 2024 | Financial Principles To Live By
Purchasing a vacation home is a significant decision that involves more than just falling in love with a property in your favorite holiday spot. It requires careful financial planning and consideration of various factors to ensure it’s a wise investment and a...
by SDP Team | Feb 1, 2024 | Financial Principles To Live By
According to the Social Security Administration, a 20-year-old has more than a 25% chance of becoming disabled before reaching retirement age.1 Loss of income for such a duration has the potential to cause significant financial hardship. And while Social Security...
by SDP Team | Feb 1, 2024 | Financial Principles To Live By
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite these challenges, a wise strategy...
