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!
Ep 71: What Pancreatitis Taught Us About Caring in Crisis
In this episode, Anna Lewis shares how she has seen community and finances play a role in caring for her family during a medical crisis.
6 Tax Penalties to Avoid Before Retiring [Video]
In this video, we cover six tax penalties you might overlook when preparing for retirement; from healthcare to state taxes and more!
FDS Newsletter: Fourth Quarter, 2025
FDS Newsletter: Fourth Quarter 2025 | Our Thoughts on AI Stocks | Hosting Holidays Well | Interview with Steve
Are AI Stocks In A Bubble?
The question “are AI stocks” in a bubble is getting a lot of media time, so we wanted to share our perspective at financial advisors for our clients.
Ep 70. What You Should Expect if You Are Named as Trustee
In this episode we explain the legal process of inheritances, managing beneficiary relationships, and accomplishing this in a tax efficient way.
A Trustee’s Checklist for Managing a Trust [Video]
In this video, we talk through how an inheritance works, the different roles associated, and a checklist for managing a trust as trustee!
Ep 69. What You Forget to Plan for, Until After Your Spouse Passes
In this episode, we helped our fictional client Renee, take control of her retirement plan after her spouse passed.
Should I Change My Investments Before Retirement?
Executives preparing for retirement may need to change their investments before retiring. Here’s what to consider when changing investments!
What Should I Do With My Annual Bonus Before I Retire? [Video]
Learn more about how professionals approaching retirement can make the most of their annual bonus, while minimizing tax consequences!
Ep 68. What to Learn from Retirees Who Donated All Their Money
This fictional plan covers how we helped two retirees plan to donate all their money, fund healthcare in elder years, and build estate plans.
How Much Will Healthcare Cost in Retirement?
High healthcare costs in retirement can make or break your retirement plan. How can you anticipate uncertain medical expenses?
Giving Strategies for Retirees: Qualified Charitable Distributions (QCDs) [Video]
Learn more about how retirees can reduce their taxable income with a strategy called Qualified Charitable Distributions!
