Finances & Your Family

2022 Round up of Top Posts

FDS’s Top Posts of 2022

It’s the end of the year, and we’ve created a lot of financial content. We wanted to share with you our 2022 round up of top posts!

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Creating and Funding Estate Plans [Video]

What do you need to start creating and funding estate plans to protect your family legacy? Watch this video to learn more!

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When Should You Look For A Financial Advisor? [Video]

If you are looking for a financial advisor, this video will give you a couple tips for if you need one and what to look for.

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Is the Housing Market Going to Crash?

Mortgage rates have surged to 7%, double what they were a year ago. How is that impacting home prices? Is the housing market going to crash? We tackle these questions and provide cautionary advice to both buyers and sellers of homes.

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Should You Refinance Your Mortgage? [Video]

Wondering if you should refinance your mortgage? This video will walk you through what you need to know from loan-to-value to interest rates.

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The Mega Backdoor Roth Strategy

A Mega Backdoor Roth strategy is a powerful tool for high income earners that want to save more for retirement. Who can do it, and what are the rules you need to look for? Our in-depth article on the Mega Backdoor Roth will help you see if you’re eligible and then give you a step-by-step outline of how to maximize your retirement savings.

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