(865) 357-7370 kim@sdp-planning.com
New Rule, Nicer Returns

New Rule, Nicer Returns

Could the new fiduciary rule effectively enhance portfolio performance for retirement savers? A change is coming. The Department of Labor is introducing a new rule regarding retirement accounts – a rule that is profoundly impacting the financial services industry. The...
Am I on the right track?

Am I on the right track?

We’ve all heard the old saying, “If you don’t know where you’re going, any road will take you there!”  So it is with financial planning.   If we don’t have the end in mind, then how will we know if we are on the right track?  That’s why we begin by asking so many...