Posts by Michelle Smalenberger, CFP®
To Pay Down Or Save? A Question Of Net Worth [Video]
People ask: Should I pay off a loan or should I save money? This really becomes a question of net worth. Let’s discuss what net worth is…
Read MoreAre You Fully Vested? [Video]
Have you ever looked at your retirement account statement and noticed two different balances? Today let’s discuss the vested balance.
Read MoreTax 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.
Read MoreSummer Ideas For Kids [Video]
![Summer Ideas For Kids [Video]](https://financialdesignstudio.com/wp-content/uploads/2021/06/Video-End-Slate-Template-9-1024x576.png)
School’s out so what’s a kid to do? We want to help give you some different things to think about and include some summer ideas for kids.
Read MoreInvesting vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
Read MoreConsolidating Retirement Accounts [Video]
[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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