Posts by Financial Design Studio, Inc.
Asset Location [Video]
[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes. Taxes are a fact of life and we can’t avoid them forever. However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.
Read MoreIt’s a Home Seller’s Market!
One of the more remarkable things we’ve seen over the last 7 months of the COVID pandemic is the uninterrupted strength of the housing market. After a brief dip in March and April, home sales have been on fire. The question for prospective buyers/sellers of homes is whether now is a good time to buy/sell.
Read MoreAlphabet Soup of the Economic Recovery
Watch CNBC or Fox Business for any length of time and you’ll eventually hear someone talk about a “V-shaped” or “L-shaped” recovery for the economy. But what does this alphabet soup mean for you? | Financial Design Studio
Read MoreBusiness Owners: Set Up Repeatable Monthly Bookkeeping Tasks [Video]
[Video]Business Owners: Set Up Repeatable Monthly Bookkeeping Tasks| How do you set up an accounting structure so everything is in place where you can get reports and know the health of your business? Let’s talk about some monthly repeated tasks you can do every month, every period, and every year.
Read MoreHigh-Income Earner’s 401(k) Mistake [Video]
[Video]High-Income Earners 401(k) Mistake. We all know that each year in our 401(k) we have a maximum amount we can save. But what if you earn too much to contribute your full amount? Be sure and know the options you have before missing out on these savings.
Read MoreSeptember Investment Newsletter -2020
Investment Newsletter: Entering a Brave New World | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
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