Posts by Financial Design Studio, Inc.
Ep 71: What Pancreatitis Taught Us About Caring in Crisis
In this episode, Anna Lewis shares how she has seen community and finances play a role in caring for her family during a medical crisis.
Read More6 Tax Penalties to Avoid Before Retiring [Video]
In this video, we cover six tax penalties you might overlook when preparing for retirement; from healthcare to state taxes and more!
Read MoreFDS Newsletter: Fourth Quarter, 2025
FDS Newsletter: Fourth Quarter 2025 | Our Thoughts on AI Stocks | Hosting Holidays Well | Interview with Steve
Read MoreAre 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 More