Posts by Financial Design Studio, Inc.
Ep 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 MoreEp 68. What to Learn from Retirees Who Donated All Their Money
This fictional plan covers how we helped two retirees plan to donate all their money, fund healthcare in elder years, and build estate plans.
Read MoreGiving Strategies for Retirees: Qualified Charitable Distributions (QCDs) [Video]
Learn more about how retirees can reduce their taxable income with a strategy called Qualified Charitable Distributions!
Read MoreFDS Newsletter: Third Quarter, 2025
FDS Newsletter: Third Quarter 2025 | A Camping Story | Updates on the Tax Legislation Changes | Interview with Rob!
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