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

Podcast Episode 17: Insurance Mistakes and Misconceptions

In this episode, we explore what each type of insurance covers, explain common misconceptions, and share mistakes to watch out for.

If your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain the rules for inherited IRA distributions.

In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.

This episode of Behind the Designs explores the cost of being overwhelmed and breaks down how a CFP®, EA, or CFA could help!

This episode will help you reevaluate when and how you want to stop working, and how you really want to spend your retirement.

Our Tax Savings Strategies PDF summarizes a few key tax planning ideas that might help you save more of your earnings!