Call 704-557-9750
Text 980-340-6920
Client Portal
Our Services
Services Overview
Financial Planning
Student Loan Consulting
Retirement Planning
Private Wealth Services
Practice Services
Financial Education Seminars
Who We Serve
Financial Resources
All Resources
Free Guides
Financial Planning
Retirement
Insurance
Student Loans
Practice Planning
Blog Articles
Podcasts
Videos
In the Media
About
Meet SDT
Fee Transparency
FAQ
Careers
Contact Us
Free Discovery Call
Helpful Blog Articles
Financial wellness insights, education,
and expertise for every stage of your life.
In the Community
Events
Select a Topic
Asset Protection
Benefits Enrollment
Debt Management
Dentist Focused
Education Planning
Estate Planning
Financial Planning
Financial Wellness
Insurance
Investments
Mortgage
News & Events
Philanthropy
Physician Focused
Practice Ownership
Practice Transitions
Retirement Planning
Risk Management
Student Loans
Tax Planning
Exchange Funds Explained: Tax-Deferred Diversification for Investors
Read More →
How to Wean Your Teen: Helping College Students Gain Financial Independence
Read More →
Do I Need a Financial Advisor? What They Do & Don’t Do
Read More →
Why You Owe Taxes on Capital Gains: Even If You Didn’t Sell or Withdraw
Read More →
How to Access Your 401(k) or IRA Early Without a Penalty Using Rule 72(t)
Read More →
Should You Buy Into a Surgery Center? Financial Considerations for Physicians
Read More →
Are Social Security Benefits Worth More Than You Think?
Read More →
Last-Minute Tax Tips for High-Income Earners
Read More →
How to Report Your Backdoor Roth IRA on Your Taxes
Read More →
All Posts List
Previous Posts
/Logo%20Horizontal%20(4).png?width=2000&name=Logo%20Horizontal%20(4).png)