by SDP Team | Mar 17, 2017 | IRA
Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. The key argument for going Roth can be summed up in...
by SDP Team | Mar 15, 2017 | Risk Management
Too many Americans have no life insurance. Their loved ones may pay dearly for that choice. According to a recent Bankrate survey, 42% of Americans have no life insurance at all. They may not know that life insurance coverage has become much more affordable than it...
by SDP Team | Mar 13, 2017 | Fiduciary
A new fiduciary rule could potentially reduce the number of such advisors. Today, many people claim to offer retirement planning. In the near future, their ranks may thin because of new regulations on qualified retirement plans being phased in by the Department of...
by SDP Team | Mar 10, 2017 | Social Security
Dispelling some misperceptions about the program. Some myths & misperceptions keep circulating about Social Security. These are worth dispelling, as more and more baby boomers are becoming eligible for their retirement benefits. Myth #1: Social Security will go...
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...
