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 8: From Consumer to CFP
What does it even mean to be a CFP? In this episode, Jake shares his journey from a consumer of financial services to becoming a CFP.
2023 Retirement Savings Update: IRS raises limits on 2023 retirement savings contributions
The IRS announced it would be increasing contribution limits on retirement savings accounts. Read here about 2023 retirement savings update!
IRA and 401(k) Contribution Limits for 2023
IRA and 401(k) contribution limits change in 2023! Learn how much you can save for in retirement accounts like an IRA, 401(k), and more.
Podcast Episode 7: Looking Back, Giving Back
As the year wraps up, it’s important to reflect. Listen in to hear us reflect on how we have given back, and get some ideas for giving back!
FDS’s Top Posts of 2022
It’s the end of the year, and we’ve created a lot of financial content. We wanted to share with you our 2022 round up of top posts!
How Will Your Pension Choices Impact Your Retirement? [Video]
Your pension choices, from lump sums to annuities, have a huge impact on your retirement plan. Watch this video to better understand how!
Podcast Episode 6: The Structure to Build Wealth With
This episode of the Behind the Designs focuses on how to build wealth. We discuss different income levels, calculating net worth, and more!
Donating Appreciated Stock: Save On Taxes & Help Those In Need
Have a company stock that’s increasing in value? Learn how donating appreciated stock can help those in need AND decrease your taxes due. It’s a great year-end planning strategy for corporate executives who have a lot of company stock.
The Basics of Restricted Stock Units (RSUs) [Video]
Questions on restricted stock units? We are going to explore what RSUs are, how the grants are vested, how they are taxed, and more!
The Quarterly Advisor: Fourth Quarter 2022
The Quarterly Advisor: Fourth Quarter 2022 | Investing in the 1970s | 12 Tax Things for 12/31 | We Started A Podcast | And More!
Podcast Episode 5: What About Cryptocurrency?
This episode of the Behind the Designs podcast explores the FTX exchange collapse and what we think about cryptocurrency going forward.
2022 Was Tough, Will 2023 Be Better for Investors?
Will 2023 be better for investors? They just suffered one of the worst investment years ever in 2022. There are reasons for hope in certain parts of the stock and bond market. We give our thoughts on the chances of a recession and path of interest rates in this opening post of 2023.