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Posts by Michelle Smalenberger, CFP®

Meet the CEO of Financial Design Studio [Video]

By Michelle Smalenberger, CFP® | January 17, 2024
Financial Advisors in Wealth Management in Chicago Illinois Meet the CEO Michelle Smalenberger

In this video, meet our CEO Michelle Smalenberger. Learn about her journey from accounting paperwork to starting her own company!

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Impactful Giving: Tax Strategies and Vetting Charities [Video]

By Michelle Smalenberger, CFP® | December 4, 2023
Wealth Management Financial Advisors on Impactful Giving with Shelley Nizinski Reese and A Better Life for Kids

We all want to make a difference with impactful giving. In this video, find out how to evaluate charities and employ tax-efficient strategies.

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What Homebuyers Need to Know About Mortgages [Video]

By Michelle Smalenberger, CFP® | November 6, 2023
Financial Advisors for High Net Worth Investors Speaking about Homebuyers and Mortgages

In this expert of our podcast, Tom Cramer shares his expertise, the current state of the market, and different factors to consider before getting a mortgage.

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Endorsements for Your Insurance Coverage [Video]

By Michelle Smalenberger, CFP® | October 9, 2023
Fee Only Comprehensive Financial Planners in Chicago Illinois

In this excerpt, Ryan Delp, insurance agent with Bradish Associates, breaks down insurance endorsements he looks to add for extra coverage.

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Podcast Episode 26: Are You Getting the Best Insurance Coverage?

By Michelle Smalenberger, CFP® | September 18, 2023
Financial Design Studio Fee Only Financial Advisors Insurance Ryan Delp

In this episode we invited Ryan Delp from Bradish Associates shares about how to get the best insurance money can buy.

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Planning Retirement Cash Flow [Video]

By Michelle Smalenberger, CFP® | July 31, 2023
Best Experienced Fiduciary Fee Only Financial Advisors in Chicago Lake Zurich Kildeer Illinois

In retirement, your cash flow is how you will cover all your expenses. Do you know the different types of income you have or how to use them?

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Financial Design Studio, Inc. (“FDS”) is a registered investment advisor registered with the Securities and Exchange Commission. 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.