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 12: The Biggest Threat to Your Financial Plan
This episode of Behind the Designs will explore the biggest threat to your financial plan. Learn to recognize them so you can stay protected!
What is Net Unrealized Appreciation?
What is net unrealized appreciation? Simply, it is a tax savings strategy! Read this article to learn the rules, as well as pros and cons.
Should I Use a Deferred Compensation Plan? [Video]
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.
Podcast Episode 11: How to Get Where You Want to Be
Where do you want to be with your finances? Do you have what it takes to get there? We will explore how goals work and how to reach them.
All About I-Bonds: What Are They & Interest Rates [Video]
In this video we will discuss what are i-bonds and their interest rates. These could be a great savings tool but there are pros and cons.
Podcast Episode 10: Cash is King. So What?
Right now, where is the best place to put your money? Cash is King, and there are more opportunities than you might realize.
Is Deferred Compensation a Good Idea?
Is deferred compensation a good idea? We look at the pros and cons along with some frequently asked questions to help you decide.
Social Security Income for Cost of Living Increase [Video]
Will your social security income cover your expenses? In this video, we will cover the what you need to know about the cost of living increase!
Podcast Episode 9: Save Me Taxman!
Afraid of taxes? In this episode, our tax man is here to save you! Steve will be talking us through why he loves taxes and how you can too!
Tax Brackets Explained (Plus Tax Savings Strategies Downloadable!)
What tax bracket are you in? If you have a high income, tax brackets explained before you can begin to work on tax savings strategies.
Retirement Changes in SECURE Act 2.0
The SECURE Act 2.0 has many new rules for people in retirement and those saving for retirement. In this post, we discuss all the retirement changes in SECURE Act 2.0 and help you understand some of the confusing new rules Congress put into the bill.
The Quarterly Advisor: First Quarter 2023
The Quarterly Advisor: First Quarter 2023 | Will 2023 Be Better for Investors? | Updated Contribution Limits | And More!