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!
Podcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.
Are the Bulls Back in Control of the Stock Market?
Early 2023 has been a banner year for investors. Are the bulls back in control of the stock market? We review first half performance and give our thoughts on some hot topics in finance: is a recession still coming, and what does that mean for stocks and bonds?
Ways to Save for Your Kid’s College [Video]
Trying to save for your kid’s college tuition? In this video, we share some questions to consider and the savings options available to you.
Podcast Episode 21: Financial Decisions Don’t Have to Be Permanent
As the world changes, many people can feel trapped by their financial decisions. But you don’t have to be. This episode explores why.
How to Create a Portfolio Strategy [Video]
Do you understand the difference between asset allocation and location? Check out this video to learn how to use both in a portfolio strategy.
Podcast Episode 20: How do Financial Advisors Vacation?
In this episode, get to know some of the FDS team, learn how financial advisors vacation, and tips and tricks we have learned the hard way.
Federal Student Loan Repayments are Resuming
After three long years of having student loan repayments “paused” by the government, borrowers will have to start making payments on their loans in September 2023. This week’s post gets student loan borrowers caught up on what’s going on and what they need to know ahead as federal student loan payments resume.
What Medicare Coverage Do You Actually Need? [Video]
In this video, we break down the different types of Medicare coverage and what you might need to consider based on your age.
Podcast Episode 19: How to Finance Your Summer Projects
In this episode, we break down different ways to finance your summer projects from HELOCs to refinancing your mortgage.
NQSOs versus ISOs: What’s the Difference?
What are Incentive Stock Options? What are Nonqualified Stock Options? There can be significant tax consequences from exercising options, as well as meaningful tax savings opportunities. We investigate the differences and help you decide your best option.
Strategies for Early Retirement Healthcare [Video]
Early retirement healthcare can be tricky. This video explains your health insurance options before age 65 and Medicare.
The Quarterly Advisor: Second Quarter 2023
The Quarterly Advisor: Second Quarter 2023 | Is the Dollar going away? | What to know about CBDC | Retirement Dreams | And More!
