(865) 357-7370 kim@sdp-planning.com
Your Annual Financial To-Do List

Your Annual Financial To-Do List

Things you can do before & for 2017 What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial...
2016 Retirement Plan Contribution Limits

2016 Retirement Plan Contribution Limits

Tame yearly inflation means very little change. Over the past 12 months, consumer prices have increased very little. The latest Consumer Price Index (September) shows 0.0% yearly inflation and only 1.9% core yearly inflation. That means no cost-of-living adjustment...
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...
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...