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Posts by Michelle Smalenberger

What A Difference A Day Makes

Financial Design Studio Powell

What A Difference A Day Makes This last week brought many news headlines.  One day in particular, Thursday, Nov. 3rd, brought many of those headlines.  Let’s look into these stories to understand how our portfolios will be affected. Fed Governor Jerome Powell nominated as Federal Reserve Chair Mr. Powell is expected to largely follow in…

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[Video] Complete Your RMD’s

RMD Complete Website Cover

What are RMD’s and how can you make sure they are complete? Another item on your year-end checklist is making sure that your required minimum distributions are completed.  There can be a variety of different types of accounts that this affects so we really want to make sure that we don’t forget about something.  This…

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[Video] Maximize Annual Retirement Contributions

Maximize Annual Retirement Contributions One of the items at year-end that we need to be thoughtful of is how much money we’ve put into your retirement accounts available to us.  This is one item that is part of our year-end tax planning checklist. In this video, we discuss maximizing your annual retirement contributions: MICHELLE SMALENBERGER,…

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