(865) 357-7370 kim@sdp-planning.com
Which Pension Income Option is Right for Me?

Which Pension Income Option is Right for Me?

Pensions are great things! Generally, a person has a variety of options to choose from for providing lifetime income, not only for themselves, but possibly for their spouse as well. However choosing the option that is best for you deserves deep consideration. Are you...
How Much Life Insurance Should I Have?

How Much Life Insurance Should I Have?

Art and science are part of answering this question for yourself. One method is to ask yourself “What do I WANT to happen if I die right now?” Things that could come to mind include: Pay off the mortgage Provide “X” years of my income to my spouse Pay for college...
Do I Need a Will?

Do I Need a Will?

A quick internet search will bring up a long list of cases where someone died without a will leaving their family in turmoil. “But those articles are about rich people with a lot of money.” Not always. Almost everyone would benefit by having a will to maintain order...