Your Financial Plan
Is Deferred Compensation a Good Idea?
Is deferred compensation a good idea? We look at the pros and cons along with some frequently asked questions to help you decide.
Podcast Episode 1 : Designed for Life
In our first podcast episode, Designed for Life, hear our story, from what we love about our job to how we started Financial Design Studio!
Update Your Monthly Contributions [Video]
Did you know the maximum amount that can be contributed to retirement accounts can change from year to year? It’s true. And taking advantage of these contribution limit increases can make a big impact over your working career.
To Pay Down Or Save? A Question Of Net Worth [Video]
People ask: Should I pay off a loan or should I save money? This really becomes a question of net worth. Let’s discuss what net worth is…
Are You Fully Vested? [Video]
Have you ever looked at your retirement account statement and noticed two different balances? Today let’s discuss the vested balance.
Investing vs. Speculating… Are You Feeling Lucky? [Video]
Are you someone who likes to buy a lottery ticket, hoping yours is the winning number? Let’s compare investing vs. speculating.
