Posts by Financial Design Studio, Inc.
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
Read MoreState of the Stimulus
How has the coronavirus stimulus helped the economy? There are still funds to be deployed but a second stimulus package is likely needed.
Read MoreFinancial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
Read MoreWhat To Do With Your Estate Planning Documents[Video]
Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step?
Read MoreFinancial Market Update: There’s Good News Out There! [Video]
Since mid-April, the market has been surprisingly stable. Let’s take a look at some indicators of future projections, updates to the CARES Act, and other resources for your business and personal taxes. This 20 minute market update is for the week of May 27, 2020: Market & Economic Update Tax Update (Business…
Read MoreFinancial Planning Getting Organized! Know Sooner, Rather Than Later [Video]
I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning. I’m just going to show you some of the items that you give us. We need to get some information from you so…
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