by SDP Team | Feb 1, 2024 | Financial Principles To Live By
Whether you’re applying for Social Security in the future or currently receiving benefits, there are some important changes to earnings limits, Medicare premiums, and other differences to keep in mind. Ready to learn more? Read on. Ready for a Cost-of-Living (COLA)...
by SDP Team | Aug 23, 2023 | Financial Principles To Live By
The growth of exchange-traded funds (ETFs) has been explosive. In 2006, there were less than 1,000; by 2023, there were nearly 10,000 investing in a wide range of stocks, bonds, and other securities and instruments.1 At first glance, ETFs have a lot in common with...
by SDP Team | Aug 23, 2023 | Financial Principles To Live By
Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the social impact of investing is just as important – perhaps more important. The history of socially responsible investing stretches as...
by SDP Team | Aug 23, 2023 | Financial Principles To Live By
Have you ever taken a close look at paper money? Each U.S. bill has the words “Federal Reserve Note” imprinted across the top. But many individuals may not know why the bill is issued by the Federal Reserve and what role the Federal Reserve plays in the...
by SDP Team | Aug 23, 2023 | Financial Principles To Live By
With international stock markets comprising about 41.6 percent of the world’s capitalization as of 2022, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with...
by SDP Team | Aug 23, 2023 | Financial Principles To Live By
“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...
