Finances & Your Family

Financial Plan Commitment: Stick with your plan [Video]

January 5, 2021

[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.

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charitable giving

Charitable Giving Reminders For 2020 [Video]

December 7, 2020

Is charitable giving one of the things still on your to-do list? And you can make a bigger impact with these final reminders.

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Self-dIrected 401(k) investing

What is a Self-Directed 401(k)? [Video]

December 1, 2020

[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).

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More of the Same

November 19, 2020

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]

November 16, 2020

[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]

November 11, 2020

[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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