Posts by Financial Design Studio, Inc.
Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
Read MoreThe Quarterly Advisor: Third Quarter 2023
The Quarterly Advisor: Third Quarter 2023 | Are the Bulls In Control of the Market | Team Updates | And Our Favorite Fall Resources!
Read MorePodcast Episode 24: How to Manage Your Aging Parent’s Finances
In this episode, we discuss how we help clients work through their aging parent’s finances and the emotions, paperwork, and estate planning.
Read MorePodcast Episode 23: Will Social Security Run Out?
In this episode, we answer the question will social security run out by explaining its history and share how this influences retirement plans.
Read MorePodcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.
Read MoreWays to Save for Your Kid’s College [Video]
Trying to save for your kid’s college tuition? In this video, we share some questions to consider and the savings options available to you.
Read More