by SDP Team | Jan 4, 2018 | Risk Management
Bitcoin just made the Winklevoss twins paper billionaires. Might it do the same for you? Last Thursday, the explosively appreciating cryptocurrency briefly rose past $19,000 — from below $1,000 at the start of the year. On Friday, bitcoin traded around...
by SDP Team | Mar 27, 2017 | Risk Management
Plan to create a pool of healthcare dollars that you can use when the time comes. How will you pay for long-term care? At the moment, you may not be able to answer that question – but long-term care insurance can provide an answer for you. Why are baby boomers opting...
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 | 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...
by SDP Team | Feb 22, 2017 | Risk Management
What you and your loved ones need to know. At some point, someone you love may make the transition from living at home to residing at an assisted-living facility or nursing home. When should that transition occur, and what factors must be considered along the way? And...
