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!
Episode 62: How to Plan for RMD Taxes
In this episode, we explain how to plan for RMD taxes in advance of retirement, plus how this works for inherited accounts too!
How to Plan for Your Upcoming RMDs [Video]
In this video, learn how near retirees can use different planning windows to minimize taxes on their upcoming RMDs.
Why Corporate Executives Need to Plan Around RMDs Now
Corporate executives in the prime of their careers might not think it’s important to think about RMDs that won’t happen until they’re in their 70s. But by not planning for future RMDs may put the executive at risk of paying unnecessarily higher income taxes in retirement. This article explains the tax risk that RMDs may cause, and highlights a strategy to lower the impact of those taxes.
How Much Employer Stock Do You Own? [Video]
In this video, we talk the history of election cycles, and the domestic and global markets reactions to the 2024 election.
Episode 61: A Crash Course on Equity Compensation
In this episode, we breakdown different forms of equity compensation, and strategies to exercise them in a tax efficient way.
FDS Webinar on DOGE, the Economy, and Your Investments
We will cover a high level update on DOGE and then help you understand how that affects the economy and most importantly your investments.
How Will DOGE Impact the Market and Economy?
The Department of Government Efficiency “DOGE” is expected to have a significant impact on markets and the economy. For starters, it’s possible that a significant cut-back in spending will create a recession. We explore this possibility, along with other ways that DOGE could impact the U.S. budget deficit, Social Security, future tax rates, and more. Finally, we explore the potential impact of tariff wars on consumer inflation.
Do I Own Too Much Company Stock?
Do I own too much company stock? Corporate executives have lots of opportunities to accumulate stock in their company. Stock-based compensation and employee share purchase plans are some of the ways an executive can build wealth in their employer. But how much company stock is too much? This post helps you assess exactly how much of your investments are tied to your employer, and looks at ways you can diversify your investments if you own too much company stock.
Episode 60: The True Cost of Healthy Living with Rachel Staycheff-Hamm
In this episode, Rachel Staycheff-Hamm shares how a diagnosis changed her view on the cost of healthy living, and how it shaped her lifestyle
Episode 59: The Anti-Consumerist Manifesto
In this episode, Anna Lewis breaks down the dangers of consumerism, and how the anti-consumerist challenges this worldview.
Episode 58: How to Get Involved and Make a Difference with Marsha McClary
In this episode, Marsha McClary shares how to get involved, from local town politics to non-profits, like Feed My Starving Children.
