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!
Inheritance Taxes for Beneficiaries
In this video, we walk explain inheritances taxes for beneficiaries, like inheriting an IRA and how to think about trust taxes.
Episode 45: Understanding the Inheritance Process
In this episode, we discuss the roles involved in each stage of the inheritance process, and how to use them to build relationships.
Should You Buy or Rent a Home? [Video]
In this video we breakdown the advantages and hidden when you buy or rent a home, and even if you should consider building instead!
The Quarterly Advisor: Second Quarter 2024
The Quarterly Advisor: Second Quarter 2024 | Federal Budgets and Fiscal Dominance | 2023 Tax Season Recap | Meet our COO
Episode 44: Should I Rent or Buy (or Build)?
In this episode, Rob explains the 2024 housing market, his own choices to rent or buy, and things to consider about building.
Strategies for Tax Returns [Video]
In this video we share often missed strategies for tax returns, from child education credits, to trust rules, and safe harbors.
The Federal Budget Deficit and Fiscal Dominance
Raging fiscal deficits are back in the news ahead of the 2024 election, with talk of fiscal dominance. How does this impact investors?
Episode 43: 2023 Tax Review & 2024 Tax Planning
We review the 2023 tax season, and what to know for 2024 tax planning. We cover IRA contributions, tax credits, and more!
Meet the COO of Financial Design Studio [Video]
Meet the COO of our business! In this video, Trevore shares how he came to Chicago, why he started his own firm, and how he cares for people.
Episode 42: Start with Why: Trevore’s Story
In this episode, we interview the COO of FDS. We explore Trevore’s story, what he cares about, and how he stays balanced.
How to Set Financial Goals (According to a Coach) [Video]
Many aren’t sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.
Episode 41: How to Set Goals (You’re Already Succeeding)
Doing the “right things” isn’t always enough. In this episode we talk about how defining what you want matters for how to set goals.
