Posts by Financial Design Studio, Inc.
Your Beneficiaries Matter: Check Who They Are [Video]
It’s time to do a really quick check of your beneficiaries. This is something that is really easily overlooked. I want to review some of the common accounts where you need to set a beneficiary because this is what states who inherits the funds that are in these accounts.
Read MoreFinancial Planning & Investment Newsletter
First Quarter 2022 Financial Planning & Investment Newsletter| Will Value Stocks Beat Growth Stocks in 2022?| Get Organized: Your Accountant Will Thank You!| and more!
Read MoreDecember 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter December 2021 | 2021 Investment Returns Review| Charitable Donations & Contributions [Video]
Read MoreThanksgiving Day Fun [Video]
It’s Thanksgiving time again and we wanted to record a fun way that you can get to know someone, to get to know something about us, or something you can do at your Thanksgiving with friends or family.
Read MoreNovember 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter November 2021 | Testing Our Thesis: Will Higher Inflation Eventually Hurt Stock Prices?| Sustainable Action International
Read MoreOctober 2021 Financial Planning & Investment Newsletter
Financial Planning & Investing Newsletter October 2021 | Giving Back: A Better Life For Kids | Estate Planning Documents:What Are They?| Other Articles & Videos|
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