IRS Announces 2017 Retirement Plans Contributions Limits For 401(k)s And More

The Treasury Department has announced inflation-adjusted figures for retirement account savings for 2017, and there are tweaks that help savers. Much stays the same, but there are increases in income phase-outs for IRA contributors, to the adjusted gross income limits...
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Top 10 Reasons Why Your Business Needs Insurance

Running a business comes with inherent risks: An employee could get injured on the job; a natural disaster could destroy property; or a client could file suit, alleging a contractual breach. For those and other reasons, it is important to protect your assets, both...
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When Is Social Security Income Taxable?

The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility.    Seniors have had to contend with this possibility since 1984. Social Security benefits...
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Why Should I Put My Home in a Living Trust?

Life is short. And while no one wants to focus on the end, forcing yourself to do so can ultimately makes things a bit easier for your loved ones—not just emotionally, but financially too. One way to deal with the latter concern is to put your home in a living trust....
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You Risk a Ragged Retirement If You’re Counting On These Numbers

If you're relying blindly on hallowed personal finance averages—planning for 40 years of work, saving 15 percent of salary—you could be in for a rocky retirement. Retirement advice is made to be tailored to our needs and the times. People often sit down to figure out...
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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.