by SDP Team | Mar 8, 2017 | Financial Planning
Have you ever purchased anything on the spur of the moment (such as a dress or pair of shoes) and when you got the item home, you realized you didn’t really like or need it? Everyone wants to make smart financial decisions, but unfortunately sometimes people allow...
by SDP Team | Feb 27, 2017 | Financial Planning
How The Wealthy Harvest Losses For Gain As part of investing and advising and reviewing, family offices routinely look for ways to optimize their after-tax returns through tax loss harvesting. Below are some tips from the pros. Look for opportunity. Investors can...
by SDP Team | Feb 8, 2017 | Financial Planning
How to Prevent Fear of Spending From Spoiling Your Retirement If you’ve got enough dollars, resist “spendaphobia.” Much of the advice on managing your finances in retirement focuses on controlling spending to ensure that assets last a lifetime. And...
by SDP Team | Feb 6, 2017 | Financial Planning
Every industry has its jargon. Those terms for people “in the know” that sometimes help streamline conversations. Here are a few important terms that might need some additional clarity for the average person. CFP®: A Certified Financial Planner (CFP®) is a...
by SDP Team | Dec 5, 2016 | Financial Planning
Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or our children to solve....
