Posts by Michelle Smalenberger, CFP®
I’ve Saved Enough for Retirement. Now What? [Video]
In this video, we explore what holds people back from retiring with their savings, and the practical things you can do about it.
Read MoreHow do I Diversify My RSUs Before Retirement? [Video]
In this video, we explain how ESPPs, Blackout periods, and the Wash Sale rule all shape what you should do with RSUs before retirement.
Read MoreMeet the CEO of Financial Design Studio [Video]
In this video, meet our CEO Michelle Smalenberger. Learn about her journey from accounting paperwork to starting her own company!
Read MoreImpactful Giving: Tax Strategies and Vetting Charities [Video]
We all want to make a difference with impactful giving. In this video, find out how to evaluate charities and employ tax-efficient strategies.
Read MoreWhat Homebuyers Need to Know About Mortgages [Video]
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.
Read MoreEndorsements for Your Insurance Coverage [Video]
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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