We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Should I Retire Early? The Pros, Cons, and Hidden Costs [Video]
In this video, we explore the financial pros and costs, as well as the hidden costs we see as financial advisors when clients retire early.
Ep 75: How to Decide When to Move into a Retirement Community
In this episode, Michelle interviews Royce on the process of downsizing, picking the community, and what her family’s experience has been.
FDS Newsletter: Second Quarter, 2026
FDS Newsletter: Second Quarter 2026 | Interest Rates and the Budget Deficit | Social Security | Team Interview
Outlook for Interest Rates and the Budget Deficit
Explore the link between interest rates and the U.S. budget deficit, and how the Iran War and the Fed are impacting stock and bond markets
How to Use My Severance Package for Retirement [Video]
In this video we cover what to expect in a package, the option to negotiate, and how you can use your severance package for retirement.
When Should Early Retirees Start to Take Social Security Benefits? [Video]
In this video, we discuss when early retirees should take social security by explaining the age window and trade-offs taking this benefit
Ep 74: Is Your Marriage Ready for Retirement?
In this episode, Michelle interviews Dave and Diane about how they built their finances together and are now preparing to retire together.
How to Plan for Deferred Compensation in Retirement [Video]
In this video, we share how to plan for deferred compensation as it impacts your income and taxes in retirement.
How Will AI Affect the Jobs Market?
White collar workers are wondering how AI will affect the jobs market, and their career. This article shares what’s noise and what’s real.
Ep 73: Raising Kids Who Understand Money: Teens + College Students
In this episode, we cover helping your teen find a job and eventually a career, banking and credit cards, and how plan for big savings goals.
FDS Newsletter: First Quarter, 2026
FDS Newsletter: First Quarter 2026 | How Will AI Affect the Jobs Market? | What if the Market Drops Before Retirement | And More!
