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Posts by Financial Design Studio, Inc.

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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Getting the Right Life Insurance Coverage [Video]

By Financial Design Studio, Inc. | August 30, 2024
Wealth Management Advisors on getting the right life insurance coverage

Watch this video to learn more about the ways you can use your life insurance coverage, no matter what life stage you are in.

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Episode 49: Making the Most of Your Life Insurance Policies

By Financial Design Studio, Inc. | August 5, 2024
Behind the Designs Financial Advisor Podcast on Life Insurance Policies

In this episode, we break down life insurance policies, how to use old policies, how to get the right coverage, and more!

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Understanding Personal Cash Flow [Video]

By Financial Design Studio, Inc. | July 31, 2024
Wealth Management Financial Advisors in Deer Park on Understanding Personal Cash Flow

In this video, we explain what a personal cash flow is and the tools you can use to begin to take control of it.

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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.