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!
In our second podcast episode, listen in to hear what we think about investing with inflation, high interest rates, and gas prices.
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!
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.
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!
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.
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.
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!
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!
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.
Can’t contribute directly to your Roth IRA? This video explains how the backdoor Roth IRA strategy works and when to do it.
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.