Posts by Financial Design Studio, Inc.
Episode 43: 2023 Tax Review & 2024 Tax Planning
We review the 2023 tax season, and what to know for 2024 tax planning. We cover IRA contributions, tax credits, and more!
Read MoreMeet the COO of Financial Design Studio [Video]
Meet the COO of our business! In this video, Trevore shares how he came to Chicago, why he started his own firm, and how he cares for people.
Read MoreEpisode 42: Start with Why: Trevore’s Story
In this episode, we interview the COO of FDS. We explore Trevore’s story, what he cares about, and how he stays balanced.
Read MoreHow to Set Financial Goals (According to a Coach) [Video]
Many aren’t sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.
Read MoreEpisode 41: How to Set Goals (You’re Already Succeeding)
Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.
Read MoreTarget Date Funds Explained! [Video]
In this video, target date funds are explained, we share the pros and cons of using this strategy, and how age based funds work.
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