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Posts by Financial Design Studio, Inc.

Getting a Mortgage as a First Time Homebuyer [Video]

By Financial Design Studio, Inc. | October 11, 2024
Financial Design Studio about getting a mortgage as a first time homebuyer

In this video, Tom Cramer, breaks down what you need to know about interest rates, and forgivable loans and grants, and more!

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Episode 52: How to Lower Your High Insurance Costs, with Ryan Delp

By Financial Design Studio, Inc. | September 30, 2024
Wealth Management Financial Advisors on lowering high insurance costs

In this episode, we talk about why insurance is so expensive and ways you can look to lower your own high insurance costs.

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The Quarterly Advisor: Third Quarter 2024

By Financial Design Studio, Inc. | September 23, 2024
Financial Design Studio Newsletter for the Third Quarter of 2024

The Quarterly Advisor: Third Quarter 2024 | Will Political Instability Affect the Markets? | Meet the CIO of FDS!

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Episode 51: What Can I Do With My Mortgage with Tom Cramer

By Financial Design Studio, Inc. | September 16, 2024
Wealth Management Financial Advisors on Mortgage Policies

In this episode, Tom Cramer, mortgage officer, explains what currently influences the lending industry and what you can do with your mortgage

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Strategies to Lower Your Estate Taxes [Video]

By Financial Design Studio, Inc. | September 13, 2024
Wealth Management Financial Advisors on Strategies to Lower Estate Taxes

In this video, we discuss different strategies to lower your estate taxes and utilize estate documents for all kinds of assets.

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Episode 50: Changes to Estate Tax Exemptions with Heather Walser

By Financial Design Studio, Inc. | September 6, 2024
Wealth Management Financial Advisors on the Changes to Estate Tax Exemptions with Heather Walser

In this episode, Heather Walser shares the changes coming to estate tax exemptions and how people can prepare their estates.

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.