Craig Fowler - Financial Planner - SDP & Associates

Craig Fowler - Financial Planner - SDP & Associates Retirement Planning
Business Succession Planning
Family Planning
Estate Planning

There is no single 'right' answer to handling finances in a marriage. I have worked with folks that keep their finances ...
09/01/2026

There is no single 'right' answer to handling finances in a marriage. I have worked with folks that keep their finances independent in a marriage and I have worked with couples that fully integrate their financial lives. Could a mediated conversation help you and your spouse come together through financial alignment?

Would your employees know what to do if retirement arrived five years early? Data shows that most people do not expect t...
08/27/2026

Would your employees know what to do if retirement arrived five years early? Data shows that most people do not expect to retire early, but surveys of retirees show that it happens more than expected.

“Can You Afford It?” is the wrong question.“Can You Comfortably Keep Affording It?” is better. ......Buy the toy, but do...
08/26/2026

“Can You Afford It?” is the wrong question.
“Can You Comfortably Keep Affording It?” is better. ......Buy the toy, but do it smart. Know your budget.

Does your retirement education meet younger employees where they are?Younger employees are looking for answers somewhere...
08/25/2026

Does your retirement education meet younger employees where they are?
Younger employees are looking for answers somewhere—sometimes from AI or social media. Employers have an opportunity to connect them with trustworthy, human guidance before internet advice fills the gap.

Ninety-six percent of employees who were automatically enrolled say they are happy about it. Satisfaction with automatic...
08/07/2026

Ninety-six percent of employees who were automatically enrolled say they are happy about it. Satisfaction with automatic contribution increases is even higher at 97%.

Good plan design make the helpful choice the easy choice. Automatic enrollment and automatic escalation quietly build better habits without asking employees to make another complicated decision.

The opportunity: Review whether your plan's defaults are doing enough-and whether too many employees are still being left to act on their own.

When was your plan's automatic-enrollment and escalation structure last benchmarked?

Twenty-seven percent of employees have borrowed from or withdrawn retirement savings early. Unexpected expenses and cred...
08/05/2026

Twenty-seven percent of employees have borrowed from or withdrawn retirement savings early. Unexpected expenses and credit-card debt are common reasons.

The retirement plan does not exist separately from everyday financial stress. When employees lack an energency cushion, long-term savings can become the fallback for today's bills

Pairing retirement education with practical emergency-savings resources can help employees protect both goals.

Could your your financial-wellness program do more before an emergency reaches the retirement account?

Wellness Secunty Benefits

More than half of employees do not know how much they need to save for retirement. Many are contributing but still guess...
07/29/2026

More than half of employees do not know how much they need to save for retirement. Many are contributing but still guessing whether it will be enough.

A contribution rate without context is just a number. Employees benefit from a clear savings target tied to age, pay and the retirement they are trying to build.

SDP Planning helps turn "Am I saving enough?" into a question employees can answer with greater confidence.

When did your employees last receive personalized savings guidance?

We can help you help them get on the proper path, call us at 865-824-2534 for a free consultation

Early voting runs through Saturday August 1stMake sure you get out and vote!
07/27/2026

Early voting runs through Saturday August 1st

Make sure you get out and vote!

Seven in ten employees say they wish they could push a button and let someone else handle retirement. Ten years ago, onl...
07/24/2026

Seven in ten employees say they wish they could push a button and let someone else handle retirement. Ten years ago, only about half felt that way.

That is not apathy-it is people being overwhelmed! Employees are asking for clearer guidance, simpler decisions and more help turning a workplace benefit into a retirement plan they can actually understand.

Is your retirement plan reducing uncertainty or adding to it? Let's review the employee experience.

We can help your business make sense of your employee's, as well as yours! Give us a call at 865-824-2534 for a free consultation

We also believe in investing in the love of your life Happy Anniversary to our favorite couple
07/22/2026

We also believe in investing in the love of your life

Happy Anniversary to our favorite couple

Address

Knoxville, TN
37922

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Craig Fowler - Financial Planner - SDP & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Craig Fowler - Financial Planner - SDP & Associates:

Shortcuts

Share

Category