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 56: Start with Why: Steve’s Story
In this episode, we interview Steve, our tax specialist, about caddying, starting his own company, and training new accountants.
How to Pay Yourself as a Business Owner [Video]
In this video, we explain how to pay yourself as a business owner from distributions, benefits, and deductions, based on legal structure!
Episode 55: What the Election Results Mean for Your Finances
In this episode, we talk though what election results mean for your money through historical market trends and potential financial policies.
How to Care for Aging Parents in the Hospital [Video]
In this video, an ICU nurse shares how to care for aging parents while in the hospital and transitioning to the next care facility.
Episode 54: So, You Want to Start a Business
In this episode, we break down the financial side of how to start a business; from the funding, to distributions, and tax deductions!
Lowering Your Auto Insurance Costs in 2024 [Video]
In this video, an insurance agent talks about ways to lower your auto insurance costs, especially for parents with youthful drivers!
Episode 53: Healthcare for Aging Parents with Leah McNamara
In this episode, an ICU nurse, shares her story and the options you have for finding the right healthcare for aging parents and your budget.
Getting a Mortgage as a First Time Homebuyer [Video]
In this video, Tom Cramer, breaks down what you need to know about interest rates, and forgivable loans and grants, and more!
Episode 52: How to Lower Your High Insurance Costs, with Ryan Delp
In this episode, we talk about why insurance is so expensive and ways you can look to lower your own high insurance costs.
The Quarterly Advisor: Third Quarter 2024
The Quarterly Advisor: Third Quarter 2024 | Will Political Instability Affect the Markets? | Meet the CIO of FDS!
Episode 51: What Can I Do With My Mortgage with Tom Cramer
In this episode, Tom Cramer, mortgage officer, explains what currently influences the lending industry and what you can do with your mortgage
Strategies to Lower Your Estate Taxes [Video]
In this video, we discuss different strategies to lower your estate taxes and utilize estate documents for all kinds of assets.
