Financial Design Studio, Inc., Author at Financial Design Studio - Fee-Only Financial Advisor in Chicago Illinois

Podcast Episode 27: What Buyers Need to Know About Mortgages with Tom Cramer

In this episode, Tom Cramer, a mortgage officer from Wintrust, explains the different borrowing options homebuyers have.

Our estate planning webinar walks you through legal and financial factors, and how to navigate them in the middle of family dynamics.

This expert from our podcast breaks down what the difference between the Trustee vs POA and when you might need each.

This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.

The Quarterly Advisor: Third Quarter 2023 | Are the Bulls In Control of the Market | Team Updates | And Our Favorite Fall Resources!

In this episode, we discuss how we help clients work through their aging parent’s finances and the emotions, paperwork, and estate planning.