by SDP Team | Feb 8, 2017 | Financial Planning
How to Prevent Fear of Spending From Spoiling Your Retirement If you’ve got enough dollars, resist “spendaphobia.” Much of the advice on managing your finances in retirement focuses on controlling spending to ensure that assets last a lifetime. And...
by SDP Team | Feb 6, 2017 | Retirement
A common question we get every year is, “When should I take my RMD?” Those of you who will be 70 ½ this year will have to take your first “RMD”. You may have been taking distributions before now, but the requirement now is a percentage (based on your age) as a...
by SDP Team | Feb 3, 2017 | Small business
An Owner’s Guide To Creating A Business Succession Plan An exit strategy is how entrepreneurs and investors transfer ownership of their business to a third party, or lays out how they will recoup money invested in the business. You may want to be acquired by...
by SDP Team | Feb 1, 2017 | Financial Planning
Managing your own money can be hard enough, so throwing another person into the equation can make things downright chaotic, according to findings from TD Bank’s 2016 Love & Money survey. But managing your money as a couple has its benefits, too. Plus, it isn’t as...
by SDP Team | Jan 25, 2017 | 401(k)
This retirement plan allows teachers & employees of non-profits to invest for their futures. Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and invest for retirement in the same way – a 403(b). First...
