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Posts by Michelle Smalenberger

Tax Season Review

By Michelle Smalenberger | June 9, 2022
Tax Season Review

The 2021 tax season is officially behind us! Over the past few years there have been unusual factors making tax preparation and planning more challenging than ever.

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Investing vs. Speculating… Are You Feeling Lucky? [Video]

By Michelle Smalenberger | May 24, 2022

Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.

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Consolidating Retirement Accounts [Video]

By Michelle Smalenberger | March 1, 2022
Consolidating Retirement Accounts

[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?

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Don’t Get Surprised By Inflation! [Video]

By Michelle Smalenberger | March 1, 2022
financial planner deer park barrington il saving for the future surprised by inflation

Inflation is something we watch closely and have written about many other times.  The cost of something in the future will likely go up.

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Financial Love Skill [Video]

By Michelle Smalenberger | February 12, 2022
Financial Design Studio financial love

With Valentine’s Day, I want to share the acronym L.O.V.E.  This financial love skill, can help make you successful in your financial plan.

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Prepare for your tax returns using FORMS [Video]

By Michelle Smalenberger | January 19, 2022

It’s tax season and everyone’s thinking of everything they need to get ready for their accountant.  I want to help you prepare for your tax return with an easy system to remember all the things you need to pull together.

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21660 West Field Parkway, Suite 118
Deer Park, IL 60010
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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor offering advisory services in the State(s) of Illinois and Kansas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FDS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.