by SDP Team | Jun 19, 2019 | Financial Planning
The right moves for every age.Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all,...
by SDP Team | Jun 19, 2019 | Financial Planning
Your financial future is up to you and no one else.What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your thinking must include an awareness of how long you must save for and...
by SDP Team | Aug 4, 2017 | Travel
Summer is around the corner and many of us should have a little more free time to tackle that list of projects we’ve been postponing. But before you start re-landscaping the yard or cleaning out the garage, consider making a priority of getting your financial house in...
by SDP Team | Jul 4, 2017 | Children
Certified financial planner Mike Keeler has a client, a retired teacher, who saved diligently for her golden years and will leave behind a sizable estate when she passes away. Her estate-planning challenge, though, is that she has no children. It’s a situation...
by SDP Team | Mar 13, 2017 | Estate Planning
Don’t drop the ball when planning your estate People work hard throughout their lives to provide for their families, but many make serious errors in planning — or simply fail to plan — when it comes to passing their wealth to heirs after they die. To that point,...
