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 2: Investing Ahead of the Market (Part 1)

In our second podcast episode, listen in to hear what we think about investing with inflation, high interest rates, and gas prices.

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Podcast Episode 1 : Designed for Life

In our first podcast episode, Designed for Life, hear our story, from what we love about our job to how we started Financial Design Studio!

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Is the Housing Market Going to Crash?

Mortgage rates have surged to 7%, double what they were a year ago. How is that impacting home prices? Is the housing market going to crash? We tackle these questions and provide cautionary advice to both buyers and sellers of homes.

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The Mega Backdoor Roth IRA Strategy [Video]

What else can you save for retirement? If you’ve already tried the backdoor strategy, its time to do the MEGA backdoor Roth IRA strategy!

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Updates On The Market, October 2022

Markets have been volatile in recent months. We always want to keep you informed of what’s going on and how we’re managing portfolios through the volatility. Please read our October 2022 Update on the Markets, which summarizes what’s happened since our last update.

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Should You Refinance Your Mortgage? [Video]

Wondering if you should refinance your mortgage? This video will walk you through what you need to know from loan-to-value to interest rates.

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The Quarterly Advisor: Third Quarter 2022

The Quarterly Advisor: Third Quarter 2022 | Meet Our Team | Are We Out of the Bear Market? | Your Guide to Open Enrollment | And More!

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Filling Out The FAFSA Form

The 2023-2024 FAFSA Season is now OPEN as of October 1! Check out our step-by-step guide to filling out the FAFSA form for your students heading off to college next year!

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Filling Out The FAFSA: Getting Your FSA ID

Getting an FSA ID is the first step towards filling out the 2023-2024 FAFSA. Learn about why it’s important for every parent to fill out the FAFSA for their college-bound children!

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The Mega Backdoor Roth Strategy

A Mega Backdoor Roth strategy is a powerful tool for high income earners that want to save more for retirement. Who can do it, and what are the rules you need to look for? Our in-depth article on the Mega Backdoor Roth will help you see if you’re eligible and then give you a step-by-step outline of how to maximize your retirement savings.

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How to do a Backdoor Roth IRA Contribution

A Backdoor Roth IRA strategy is a great way for people to save more money for retirement. But how does it work? And what are some of the rules you need to be aware of? Our blog answers these questions and gives you a step-by-step guide for doing a Backdoor Roth IRA.

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