by SDP Team | Feb 6, 2017 | Financial Planning
We may need to change them to better our financial prospects. Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor or rich on the street,...
by SDP Team | Dec 19, 2016 | Financial Planning
Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing...
by SDP Team | Dec 7, 2016 | Small business
It’s a common mistake many owners make when they establish their businesses. Then they get busy, overwhelmed, or both, and they don’t fix it. What is that mistake? Failing to establish separate business and personal bank accounts. According to a new survey and white...
by SDP Team | Oct 21, 2016 | Risk Management
Some costs could rise, fall or even disappear. Your retirement may seem near at hand or far away, but one thing is certain: your future will differ from your present. Financially, that fact is worth remembering. Some of the costs you have paid regularly all these...
by SDP Team | Oct 12, 2016 | Children
Be transparent about your wealth. Determining how much to share about your finances with your kids and when to do so can be a tough call. Many high-wealth parents put off having conversations about money. A 2013 Wall Street Journal article by Missy Sullivan references...
