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!
Save on Stock Option Taxes With 83(b) Elections [Video]
83(b) elections are a great way to use stock options to build wealth. This video will break down the what, why, when, and how’s of 83(b) elections.
Podcast Episode 17: Insurance Mistakes and Misconceptions
In this episode, we explore what each type of insurance covers, explain common misconceptions, and share mistakes to watch out for.
Understanding Stock Market & Economic Cycles
Do you remember what an economic cycle looks like? In this week’s post we help you understand stock market & economic cycles and what they mean for investors.
Inherited IRA Distributions: Pre SECURE Act [Video]
If your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain the rules for inherited IRA distributions.
Podcast Episode 16: 2022 Tax Season in Review
In this episode we review the 2022 tax season. We share patterns, changes in taxes, and the impact of planning.
What You Need to Know About CBDCs
Governments are working hard on introducing Central Bank Digital Currencies. We believe CBDCs introduce significant risks to personal privacy and freedoms. What do you need to know about CBDCs? And what are the risks and benefits of introducing CBDCs into society?
Inherited IRA Distributions: Post SECURE Act [Video]
Inherited IRA distributions have complex rules. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you!
Podcast Episode 15: Who Do You Call . . . CFP®? EA? CFA?
This episode of Behind the Designs explores the cost of being overwhelmed and breaks down how a CFP®, EA, or CFA could help!
Is the Dollar Going Away?
Is the dollar going away? Many believe so, but we don’t. In this article we breakdown history and policies that show why.
How Interest Rates Affect Your Pension Plan [Video]
Retirement planning requires a lot of details. In this video, we breakdown pension plan options and how interest rates are involved.
Podcast Episode 14: Don’t Make Retirement Your Dream
This episode will help you reevaluate when and how you want to stop working, and how you really want to spend your retirement.
Tax Savings Strategy PDF
Our Tax Savings Strategies PDF summarizes a few key tax planning ideas that might help you save more of your earnings!
