We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
How to Use a 529 College Savings Plan [Video]
In this video, learn about how to use a 529 college savings plans with all the tax benefits and the flexibility available.
Podcast Episode 35: The College Funding Challenge
In this episode, parents and grandparents learn about college funding, reducing the cost and saving up with the updated FAFSA and 529 plans.
Meet the CEO: Michelle’s Story [Video]
In this video, meet our CEO Michelle Smalenberger. Learn about her journey from accounting paperwork to starting her own company!
Podcast Episode 34: Start with Why: Michelle’s Story
Michelle shares her passion for lifelong relationships with money, what led to starting FDS, and how to start with why.
Time Horizons for Your Investment Goals [Video]
In this video, Rob breaks down what time horizons are, why diversification matters too, and how this strategy works in action.
Podcast Episode 33: 2023 Investment Review and 2024 Outlook
In this episode, Rob Stoll, our Chief Investment Officer, shares his 2023 investment review and thoughts for what 2024 might bring.
Preparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
The Quarterly Advisor: Fourth Quarter 2023
The Quarterly Advisor: Fourth Quarter 2023 | Does Investment Diversification Matter Anymore? | About Recent Podcast Episodes
Podcast Episode 32: Transitions with Emotional and Financial Contexts with Stephanie Geisler
In this episode, Stephanie Geisler, LPC, talks with us about how different life events and transitions will shape our emotions and finances.
Impactful Giving: Tax Strategies and Vetting Charities [Video]
We all want to make a difference with impactful giving. In this video, find out how to evaluate charities and employ tax-efficient strategies.
Podcast Episode 31: From Passion to Action: Becoming a Not-For-Profit with Shelley Nizynski Reese
In this episode Shelley Nizynski Reese, founder of A Better Life for Kids, shares her story of becoming a not-for-profit
Podcast Episode 30: Smart Holiday Shopping
In this episode, we discuss holiday shopping for for kids or adults, creating family traditions, finding bargains, and giving experiences.
