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!
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!
Ep 72: Raising Kids Who Understand Money: Ages 0-12
In this episode, we explore how even at ages 0–12, you can be raising kids who understand money, and way you can instill good habits!
What if the Market drops before I Retire? [Video]
In this video, financial advisors share the strategies they use before, during, and after if the market drops before you retire.
5 Common Retirement Planning Mistakes [Video]
In this video, we share five common retirement planning mistakes that we see as financial advisors, and how we help clients avoid them!
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.
