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Posts by Financial Design Studio, Inc.

February 2021 Financial Planning & Investment Newsletter

By Financial Design Studio, Inc. | February 18, 2021
February Investment Newsletter

Financial Planning & Investing February 2021 Newsletter: Financial Planning & Investing, Investing as the Hare and the Tortoise | States with No Income Tax, When Do I Take Social Security Benefits, Where Do I Park My Emergency Fund Cash?|Fee-Only Financial Advisor, Chicago, Barrington

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Business Owners- Profit and Loss Statement [Video]

By Financial Design Studio, Inc. | February 16, 2021
Profit and Loss Statement

[Video] Business Owners- Profit and Loss Statement| What every small business owner needs to know about the profit and loss statement, P&O, income statement, all are the same thing.

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January 2021 Financial Planning & Investment Newsletter

By Financial Design Studio, Inc. | January 28, 2021
January 2021 Investment Newsletter

Financial Planning & Investing January 2021 Newsletter: Financial Planning & Investing, Will Good News in 2021 Be Bad News for the Market? | Schedule Your Tax Return, Consolidating Retirement Accounts,When do I issue a 1099?, Pension Option Analysis|Fee-Only Financial Advisor, Chicago, Barrington

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Charitable Giving Reminders For 2020 [Video]

By Financial Design Studio, Inc. | December 7, 2020
charitable giving

Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.

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What is a Self-Directed 401(k)? [Video]

By Financial Design Studio, Inc. | December 1, 2020
Self-dIrected 401(k) investing

[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).

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November 2020 Financial Planning & Investment Newsletter

By Financial Design Studio, Inc. | November 19, 2020

Financial Planning & Investing November 2020 Newsletter: More of the Same| Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.