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Posts by Michelle Smalenberger, CFP®

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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What Medicare Coverage Do You Actually Need? [Video]

By Michelle Smalenberger, CFP® | June 19, 2023
Experienced Fee Only Financial Advisors In Chicago

In this video, we break down the different types of Medicare coverage and what you might need to consider based on your age.

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Inherited IRA Distributions: Post SECURE Act [Video]

By Michelle Smalenberger, CFP® | April 26, 2023
Experienced Fiduciary Fee Only Financial Advisors in Chicago

Inherited IRA distributions have complex rules. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you!

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The Basics of Non-Qualified Stock Options (NQSOs) [Video]

By Michelle Smalenberger, CFP® | March 15, 2023

Have questions about NQSOs? In this video we will breakdown what they are, how they work, and when you might want to use them.

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Should I Use a Deferred Compensation Plan? [Video]

By Michelle Smalenberger, CFP® | February 27, 2023
Experienced Fiduciary Fee Only Financial Advisors in Chicago | Financial Design Studio

Wondering if a deferred compensation plan is right for you? In this video we cover how it works, tax factors, as well as pros and cons.

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