eMoney LOGIN   |   CIR Statements   |   FINRA Brokercheck   |    RMD Calculator

SDP financial planning
  • Home
  • Overview
  • Get Started
  • Learn
  • Support
Estate Planning Needs to Be on Your Retirement To-Do List

Estate Planning Needs to Be on Your Retirement To-Do List

by SDP Team | Oct 19, 2016 | Estate Planning

Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will.  As unpleasant is it may be to think about being mortal, planners say it is imperative to protect your family and your...
The Difference Between Having An Estate Plan And A Wealth Transfer Plan

The Difference Between Having An Estate Plan And A Wealth Transfer Plan

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...

Recent Posts

  • What Are Variable and Fixed Expenses? How Can I Budget for Them?
  • Self-Made Millionaires | 10 common money habits to copy
  • Early Retirement Success Story | 3 self-made millionaires
  • Retirement Story |  I always planned to retire at 65
  • How to Plan for Part-Time Retirement
Copyright © 2025 Slate Disharoon Parrish and Associates :: Website Designed by Brainstorm International, LLC