Fall Financial Reminders

Here are some important things to note as the year comes to a close. As every calendar year ends, the window slowly closes on some notable financial deadlines and opportunities. Here are several to keep in mind before 2016 arrives. Don’t forget that IRA RMD. If you...
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What Expenses Could Change When You Retire?

Some costs could rise, fall or even disappear. Your retirement may seem near at hand or far away, but one thing is certain: your future will differ from your present. Financially, that fact is worth remembering. Some of the costs you have paid regularly all these...
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Estate Planning Needs to Be on Your Retirement To-Do List

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...
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Updating Your Estate Plan

When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical...
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Could a Self-Directed IRA Help You Solve a Real Estate Issue?

It might prove to be a better choice than a 1031 exchange. Did you know you can buy & sell real estate using a tax-deferred retirement account? It is completely possible to do that if you have a self-directed IRA – that is, an IRA that permits alternative...
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As trusted advisors, we help our clients get from where they are to where they want to be, we assist in defining goals now so they align with their plans later.

Clients will feel a greater sense of confidence and clarity because we will assure our objectivity on their behalf, even if they only have a simple need.


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When “financial planning” is mentioned, most people think of investments only. At SDP, your Investments are a part of your financial plan, but we also consider your real estate holdings, business or medical practice, and how those impact your investment plan.

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Legal documents, beneficiary designations, emergency funds, insurance, stable investments…all work together to create your risk management plan. At SDP, we help our clients feel confident and knowledgeable about their risks.

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At SDP, your Financial Plan is a stand-alone entity. A written plan with a course to chart directions in a variety of circumstances. Goals are defined. Steps are chosen. Action is taken. Your financial plan dictates needs, and helps you make good decisions.