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!
Should You Refinance Your Home? [Video]
Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!
![Fee Only Financial advisor Deer Park Barrington Chicago [Video] Financial Market Update- The Recovery Continues](https://financialdesignstudio.com/wp-content/uploads/2020/05/Fee-Only-Financial-advisor-Deer-Park-Barrington-Chicago-Video-Financial-Market-Update-The-Recovery-Continues-589x328.png)
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
State of the Stimulus
How has the coronavirus stimulus helped the economy? There are still funds to be deployed but a second stimulus package is likely needed.
Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
![fee only financial advisor deer park barrington chicago [Video] What To Do With Your Estate Planning Documents](https://financialdesignstudio.com/wp-content/uploads/2020/05/fee-only-financial-advisor-deer-park-barrington-chicago-Video-What-To-Do-With-Your-Estate-Planning-Documents-589x328.png)
What To Do With Your Estate Planning Documents[Video]
Great job! You’ve gotten your estate planning documents done and you are ready to get to the next step. But what is the next step?
Consumer Expectations Improving
This week we received survey data on the state of consumer confidence in the U.S. The punchline: Consumers are feeling a bit better. The Conference Board publishes a monthly survey of consumer confidence. As you might imagine, confidence slumped mightily in March and April on the back of the COVID-19 scare. But May’s survey points to…
Financial Market Update: There’s Good News Out There! [Video]
Since mid-April, the market has been surprisingly stable. Let’s take a look at some indicators of future projections, updates to the CARES Act, and other resources for your business and personal taxes. This 20 minute market update is for the week of May 27, 2020: Market & Economic Update Tax Update (Business…
Financial Planning Getting Organized! Know Sooner, Rather Than Later [Video]
I’d like to give you a sneak peek into one of the steps when we start working with a client – it is that you give us some information for financial planning. I’m just going to show you some of the items that you give us. We need to get some information from you so…
![[Video] Business Owners: When Does Incorporating Make Sense - Payroll Taxes](https://financialdesignstudio.com/wp-content/uploads/2020/05/fee-only-financial-advisor-payroll-tax-when-to-incorporate-589x328.png)
Business Owners: When Does Incorporating Make Sense – Payroll Taxes[Video]
So you have a business. How is it set up? From a legal perspective and from a tax perspective ie. payroll taxes. Let’s walk through a number of examples, real high level, letting you know the difference. This way when you are dealing with your own finances in your business, you know what is going…
Better Days Are Ahead For The Economy
Are there any signs of recovery in the economy since Coronavirus washed ashore? There’s one timely indicator we watch that says, yes, the economy is healing.
[Video] Should I Refinance My Home During COVID-19?
[Video] Should I Refinance My Home During COVID-19? Let’s discuss with Senior Mortgage Loan Officer, Tom Cramer. Video Summary – How COVID-19 Pandemic Has Affected The Business: 1. Working Remote 2. Extremely busy with Refinance Transactions: a. Reaching out to any of my past customers who closed last year and beyond, most likely dropping their…
May 2020 Investment Newsletter
Investment Newsletter: Don’t Fight the Fed | Fee-Only Financial Advisor, Deer Park, Chicago, Barrington, Palatine
