Finances & Your Family

More of the Same

Election 2020 has delivered a divided government. Now it’s time to turn our attention towards the future and look at what this means for the economy and the stock market. | Financial Design Studio, Inc.

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Teamwork Makes Dreams Work [Video]

[Video]Teamwork Makes Dreams Work|This year it has been really easy to feel isolated or apart from others and we are especially reminded how important teamwork is. We would like to team with you and our community to make others’ dreams possible!

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How a financial advisor helps you make progress

How a Financial Advisor Helps You Make Progress[Video]

[Video]How a Financial Advisor Helps You Make Progress|   Can you think of someone that has helped you make progress in the past? We all have those people who have helped us grow at some point in our lives. As financial planners that is what we hope to do as well for you.

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Who’s Ready for the Election?

Investors have their views about what the election of one or the other will mean for the stock market. Oftentimes, the worst fears of these investors never came to pass. History can be a good guide to keep investors grounded heading into an uncertain period.

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Asset Location [Video]

[Video]Asset Location| Today we are going to talk about one of the silent killers of investment performance, taxes.  Taxes are a fact of life and we can’t avoid them forever.  However, we can be strategic about when incurred so that it doesn’t negatively affect our finances any more than necessary.

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High-Income Earner’s 401(k) Mistake [Video]

[Video]High-Income Earners 401(k) Mistake. We all know that each year in our 401(k) we have a maximum amount we can save. But what if you earn too much to contribute your full amount? Be sure and know the options you have before missing out on these savings.

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