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!
FDS Newsletter: Third Quarter, 2025
FDS Newsletter: Third Quarter 2025 | A Camping Story | Updates on the Tax Legislation Changes | Interview with Rob!
Leaving a Legacy by Thinking Two Generations Deep
With your finances, you have the opportunity to impact generations after you. In this article, we discuss the strategies for leaving a legacy!
How to Calculate Your Roth Conversions [Video]
In this video, we will explain how to calculate your Roth Conversion amount by looking at tax brackets and medicare premiums.
Tax Law Changes From the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill simplifies tax planning with low tax rates and other benefits for retirees and business owners.
Case Study 2: Relocating to Care for Aging Parents
In this fictional case study, we help a couple nearing retirement decide how to fund the purchase of a new home, relocating to care for aging parents, without taking on debt and pushing back their retirement date.
FDS Webinar on Successfully Retiring from Allstate with Executive Compensation
In this webinar, learn how to use your executive compensation for retiring from Allstate without unnecessary taxes!
How to Manage Healthcare Costs in Retirement
Future retirees worry about how to manage healthcare costs in retirement. We explore Medicare, long-term care, and more!
Should I Get Long Term Care Insurance? [Video]
Should you get long term care insurance? In this video we walk you through the types of care available and different ways to pay for them.
Top Wealth-Building Benefits for Allstate Directors and Executives
Allstate offers several wealth building benefits for Allstate Directors and Executives. Learn more about how to maximize your Allstate executive benefits.
Case Study 3: Repairing DIY Retirement Plans
In this fictional case study, we repair a one time, DIY retirement plan so that these clients have peace of mind, while enjoying retirement.
Case Study 1: Retiring Early to Travel the World
In this fictional case study, we walk you through a financial plan for two executives retiring early, and how they navigate large tax bills.
Five Things Successful Retirees Get Right [Video]
In this video, we share five things we see successful retirees doing in their retirement planning, as well as common traps people fall into!
