Posts by Financial Design Studio, Inc.
How to Use a 529 College Savings Plan [Video]
In this video, learn about how to use a 529 college savings plans with all the tax benefits and the flexibility available.
Read MorePodcast Episode 35: The College Funding Challenge
In this episode, parents and grandparents learn about college funding, reducing the cost and saving up with the updated FAFSA and 529 plans.
Read MorePodcast Episode 34: Start with Why: Michelle’s Story
Michelle shares her passion for lifelong relationships with money, what led to starting FDS, and how to start with why.
Read MorePodcast Episode 33: 2023 Investment Review and 2024 Outlook
In this episode, Rob Stoll, our Chief Investment Officer, shares his 2023 investment review and thoughts for what 2024 might bring.
Read MorePreparing to Transition to Retirement [Video]
In this video, Stephanie Geisler, LPC, discusses how to work through emotions of financial choices of making the transition to retirement.
Read MoreThe Quarterly Advisor: Fourth Quarter 2023
The Quarterly Advisor: Fourth Quarter 2023 | Does Investment Diversification Matter Anymore? | About Recent Podcast Episodes
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