![[Video] How Long Should I Keep My Tax Returns & Documents?](https://financialdesignstudio.com/wp-content/uploads/2017/05/taxdocuments-300x169.png)
STEPHEN SMALENBERGER, EA How Long Should I Keep My Tax Returns & Documents? The question I hear a lot, especially this time of year, is how long should I hang on to my tax returns, tax …
Archives for May 2017
Friday’s Financial Update 5-26-2017
MICHELLE SMALENBERGER, CFP® As we near the end of May the old theory of “Sell in May and Go Away” has been on everyone’s mind. Some may have decided to stick it out and sell at month-end and some …
![[Video] Having Teaching Moments With Your Kids About Money](https://financialdesignstudio.com/wp-content/uploads/2017/05/teachable-moments-300x169.png)
[Video] Having Teaching Moments With Your Kids About Money
STEPHEN SMALENBERGER, EA Having Teachable Moments With Your Kids About Money Earlier this year my wife and I were able to take our daughter to Disney world. And about that same time my mom …
Friday’s Financial Update 5-19-2017
MICHELLE SMALENBERGER, CFP® Early in the week we saw continued growth in U.S. stocks even amidst news reports from the prior weekend that started getting louder regarding political turmoil. The …
Estate Planning Documents: What are they?
Michelle Smalenberger, CFP® Do not hesitate to have your estate plan created! Your family is depending on it. Even a single individual or married couple with no children or assets should have an …