Posts by Financial Design Studio, Inc.
Are AI Stocks In A Bubble?
The question “are AI stocks” in a bubble is getting a lot of media time, so we wanted to share our perspective at financial advisors for our clients.
Read MoreEp 70. What You Should Expect if You Are Named as Trustee
In this episode we explain the legal process of inheritances, managing beneficiary relationships, and accomplishing this in a tax efficient way.
Read MoreA Trustee’s Checklist for Managing a Trust [Video]
In this video, we talk through how an inheritance works, the different roles associated, and a checklist for managing a trust as trustee!
Read MoreEp 69. What You Forget to Plan for, Until After Your Spouse Passes
In this episode, we helped our fictional client Renee, take control of her retirement plan after her spouse passed.
Read MoreShould I Change My Investments Before Retirement?
Executives preparing for retirement may need to change their investments before retiring. Here’s what to consider when changing investments!
Read MoreWhat Should I Do With My Annual Bonus Before I Retire? [Video]
Learn more about how professionals approaching retirement can make the most of their annual bonus, while minimizing tax consequences!
Read More