Posts by Financial Design Studio, Inc.
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Save on Taxes in Your 401(k) with Net Unrealized Appreciation [Video]
In this video, we explain what Net Unrealized Appreciation is, how to rollover your 401(k), and how it can impact your retirement taxes.
Read MoreFDS Newsletter: Third Quarter, 2026
FDS Newsletter: Third Quarter 2026 | AI Buildout Compared to History | Open Enrollment | Impacting Beneficiaries | Team Interview
Read MoreEp 76: Estate Planning Mistakes that Complicate the Inheritance Process
In this episode, we discuss mistakes we’ve seen in how assets are passed down and the ways paperwork becomes your beneficiaries nightmare.
Read MoreShould I Retire Early? The Pros, Cons, and Hidden Costs [Video]
In this video, we explore the financial pros and costs, as well as the hidden costs we see as financial advisors when clients retire early.
Read MoreEp 75: How to Decide When to Move into a Retirement Community
In this episode, Michelle interviews Royce on the process of downsizing, picking the community, and what her family’s experience has been.
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