Posts by Financial Design Studio, Inc.
[Video] Life Insurance: Should I or Shouldn’t I?
STEPHEN SMALENBERGER, EA ® [Video] Life Insurance: Should I or Shouldn’t I? Here are a few questions around life insurance: Should I start, maintain, or stop a life insurance policy? Here are two different situations with different life stages and we will analyze the role of life insurance to help answer these questions! Starting A…
Read MoreThe State Of Your Portfolio
This week was the President’s annual State of the Union address. As of just a couple weeks ago we didn’t know if this address would take place. But the temporary end to the shutdown allowed for that talk to subside. And as a reminder, the looming deadline of February 15th still remains for the next…
Read MoreGoing for the [Financial] Goal
Many people know there’s a big football game ahead this weekend. Are you ready to enjoy it with all the friends and food that may be tradition? Just like you’ll be cheering your team on to go for the goal; you can also treat your investments like you’re going for the goal! To develop your…
Read More[Video] A Financial Win/Loss Record
STEPHEN SMALENBERGER, EA ® I love sports and we are at the end of the football season. Now whether you are cheering for your favorite team or another team. I thought it would be a fun comparison between what teams need to consider and what we need to consider in our lives. No one talks…
Read MoreLook Back For Change: Investment Appetite
We typically think to look forward when we want to see financial change. But have you ever looked back at the past to see if anything has changed that could affect the future outlook? Let’s consider our thoughts prior to the midterm elections and whether anything has changed that affects our thoughts ahead. Gridlock Prediction…
Read More[Video] Financial Timing Is (Almost) Everything
MICHELLE SMALENBERGER, CFP ® Timing is everything! Well maybe in this situation timing isn’t everything; but it IS really important. What I’m talking about is that as you go through life there are things happening with your finances at each stage. Some obvious instances where timing really does matter are: Retirement – There are so…
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