[Video] Asset Location

October 19, 2020

[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes.  Taxes are a fact of life and we can’t avoid them forever.  However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.

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It’s a Home Seller’s Market!

October 15, 2020

One of the more remarkable things we’ve seen over the last 7 months of the COVID pandemic is the uninterrupted strength of the housing market. After a brief dip in March and April, home sales have been on fire. The question for prospective buyers/sellers of homes is whether now is a good time to buy/sell.

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[Video]Open Enrollment- Deciding between Medical Insurance Plans

October 12, 2020

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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[Video] Open Enrollment – Deciding between Medical Insurance Plans

October 12, 2020

[Video]Open Enrollment-Deciding between Medical Insurance Plans| We are going to be talking about health insurance because making the right choice here could save you tens of thousands of dollars for you and your family.

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Alphabet Soup of the Economic Recovery

October 8, 2020

Watch CNBC or Fox Business for any length of time and you’ll eventually hear someone talk about a “V-shaped” or “L-shaped” recovery for the economy. But what does this alphabet soup mean for you? | Financial Design Studio

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[Video] Saving Strategies for High Income Earners

October 5, 2020

[Video]Saving Strategies for High Income Earners| One of the biggest questions we get from high earning business owners and corporate executives is; how can I be saving more money? Here are a few options to think about!

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