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!
Podcast Episode 16: 2022 Tax Season in Review
In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.
What You Need to Know About CBDCs
Governments are working hard on introducing Central Bank Digital Currencies. We believe CBDCs introduce significant risks to personal privacy and freedoms. What do you need to know about CBDCs? And what are the risks and benefits of introducing CBDCs into society?
Inherited IRA Distributions: Post SECURE Act [Video]
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!
Podcast Episode 15: Who Do You Call . . . CFP®? EA? CFA?
This episode of Behind the Designs explores the cost of being overwhelmed and breaks down how a CFP®, EA, or CFA could help!
Is the Dollar Going Away?
Is the dollar going away? Many believe so, but we don’t. In this article we breakdown history and policies that show why.
How Interest Rates Affect Your Pension Plan [Video]
Retirement planning requires a lot of details. In this video, we breakdown pension plan options and how interest rates are involved.
Podcast Episode 14: Don’t Make Retirement Your Dream
This episode will help you reevaluate when and how you want to stop working, and how you really want to spend your retirement.
Tax Savings Strategy PDF
Our Tax Savings Strategies PDF summarizes a few key tax planning ideas that might help you save more of your earnings!
Health Insurance Options for Early Retirement
Health insurance can be your biggest expense when you retire early. Knowing the cost of all your health insurance options for early retirement is essential in helping stretch your retirement savings. We cover the most common health insurance coverage options when you early retire and give you the pros and cons of each of them.
The Basics of Incentive Stock Options (ISOs) [Video]
What are you going to do with your Incentive Stock Options? This video breaks down how ISO work and their taxes.
Podcast Episode 13: Financial Advisors on Silicon Valley Bank
This episode of Behind the Designs covers the Silicon Valley Bank collapse, what caused it, and what might be coming next.
FDS Comment on Silicon Valley Bank Failure
The Silicon Valley Bank failure is all over the news. In this article, Rob shares what we see as advisors and how we are protecting clients.
