by SDP Team | Jan 16, 2023 | Financial Principles To Live By
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at...
by SDP Team | Jan 16, 2023 | Financial Principles To Live By
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In 1797, Congress instituted a system of federal stamps that were required on all wills offered for probate when property (land, homes) was transferred...
by SDP Team | Jan 6, 2023 | Financial Principles To Live By
TAG: Financial Planning KEY TAKEAWAY, Will Parrish “QUESTION EVERYTHING: Critical thinking for today.” The world is changing faster, faster. The rate of the flow of information is astounding. What can a person do to sift through the noise? A recent article...
by SDP Team | Dec 31, 2022 | Financial Principles To Live By
Author: Craig Harder, DDS TAG: Wills, Life Insurance, Mutual Aid Groups, It’s easy to cruise through life feeling invincible, but no one is. Have you done the work to make sure your loved ones and business will be financially secure if something happened? We’ve...
by SDP Team | Dec 31, 2022 | Financial Principles To Live By
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things...
by SDP Team | Aug 16, 2022 | Journey Stories, Will Parrish
“It’s Different When it’s YOU.” Everyone I know, including myself, wants to retire… one day. And the picture in our minds of what retirement looks like is generally a carefree life of travel and leisure doing things that only and...
