by SDP Team | Jan 4, 2018 | Social Security
A key decision that most American retirees need to make is when to start collecting Social Security benefits. You can begin receiving this income as early as age 62 and as late as age 70, and most people commonly take their benefits earlier rather than later. But what...
by SDP Team | Jan 4, 2018 | Retirement
If you have ever sat down with a financial planner, you know that one of the main questions that comes up is, “How much income do you think you’ll need when you retire?” When I was asked this question, the first answer that popped into my head was,...
by SDP Team | Dec 11, 2017 | Health
You can’t possibly know what health care will look like in retirement, so prepare for the worst. The health savings account is “like a secret IRA” with huge tax advantages for those that qualify. Look toward your family history and inheritance goals...
by SDP Team | Dec 11, 2017 | Business
The responsibilities of owning and operating a small business can be overwhelming at times. Every decision – from choosing printer paper to putting together a budget, creating a business plan, and looking for funding – is yours and yours alone. With so...
by SDP Team | Oct 16, 2017 | Financial Planning
When envisioning your golden years, you likely have a long list of goals you’d like to achieve, from crossing destinations off your travel list to re-discovering your love of woodworking or photography. When you’ve saved for retirement with such ambitions in mind, you...