Posts by Financial Design Studio, Inc.
Podcast Episode 21: Financial Decisions Don’t Have to Be Permanent
As the world changes, many people can feel trapped by their financial decisions. But you don’t have to be. This episode explores why.
Read MorePodcast Episode 20: How do Financial Advisors Vacation?
In this episode, get to know some of the FDS team, learn how financial advisors vacation, and tips and tricks we have learned the hard way.
Read MorePodcast Episode 19: How to Finance Your Summer Projects
In this episode, we break down different ways to finance your summer projects from HELOCs to refinancing your mortgage.
Read MoreNQSOs versus ISOs: What’s the Difference?
What are Incentive Stock Options? What are Nonqualified Stock Options? There can be significant tax consequences from exercising options, as well as meaningful tax savings opportunities. We investigate the differences and help you decide your best option.
Read MoreStrategies for Early Retirement Healthcare [Video]
Early retirement healthcare can be tricky. This video explains your health insurance options before age 65 and Medicare.
Read MoreThe Quarterly Advisor: Second Quarter 2023
The Quarterly Advisor: Second Quarter 2023 | Is the Dollar going away? | What to know about CBDC | Retirement Dreams | And More!
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