by SDP Team | Aug 12, 2016 | Money
Robb Mandelbaum Do you create a partnership? A corporation? And what kind? When business takes a turn for the worse—the debts become unmanageable, say, or it’s hit with a punishing legal judgment—the outcome could be disastrous for your personal finances. Unless...
by SDP Team | Aug 10, 2016 | Estate Planning
Michael Chamberlain, CFP, AIF, Contributor Unfortunately, only about 45% of adult Americans have estate-planning documents. Generally as one accumulates more assets as well as gets older, the probability of having estate-planning documents increases. When you die...
by SDP Team | Jul 18, 2016 | Risk Management
It’s an all-too-common crime that can result in a loss of thousands of dollars Don’t let this happen to you or a loved one: An urgent email, or a call in the dead of night, from a “grandchild” who is suddenly in trouble. He or she has been arrested or hurt in an...
by SDP Team | May 25, 2016 | life insurance
Art and science are part of answering this question for yourself. One method is to ask yourself “What do I WANT to happen if I die right now?” Things that could come to mind include: Pay off the mortgage Provide “X” years of my income to my spouse Pay for college...
by SDP Team | May 25, 2016 | investment
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...
