Financial Design Studio, Inc., Author at Financial Design Studio - Fee-Only Financial Advisor in Chicago Illinois

Ep 67. Repairing DIY Retirement Plans

By Financial Design Studio, Inc. | July 2, 2025

In this fictional case study, we repair a one time, DIY retirement plan so that these clients have peace of mind, while enjoying retirement.

Ep 65. Retiring Early to Travel the World

By Financial Design Studio, Inc. | June 25, 2025

Financial Advisors Case Study on helping a fictional client Retire Early

In this fictional case study, we walk you through a financial plan for two executives retiring early, and how they navigate large tax bills.

Five Things Successful Retirees Get Right [Video]

By Financial Design Studio, Inc. | June 11, 2025

Financial Advisors on Five Things Successful Retirees do in their retirement planning

In this video, we share five things we see successful retirees doing in their retirement planning, as well as common traps people fall into!

How to Coordinate Executive Compensation With Your 401(k)

By Financial Design Studio, Inc. | June 6, 2025

Tax Efficient Retirement Planning article on Executive Compensation for your 401(k)

Coordinate senior executive compensation with your 401(k). Learn about stock options, RSUs, deferred compensation, and pensions for optimal retirement planning.

FDS Webinar on Maximizing Your Allstate Benefits & Stock Compensation

By Financial Design Studio, Inc. | May 30, 2025

Financial Advisors on Maximizing Allstate Benefits and Stock Compensation in Chicago suburbs

Learn how to use your Allstate Benefits and Stock Compensation to build long term wealth for you and your family!

FDS Newsletter: Second Quarter 2025

By Financial Design Studio, Inc. | May 28, 2025

FDS Newsletter: Second Quarter 2025 | Tariffs and Stocks | College Scholarships | Slow Travel | Interview with Trevore!