Your Financial Plan
Podcast Episode 22: Should You Save For Your Kid’s College Education?
In this episode, we walk you through how we as advisors and as parents consider whether to save for college, and tools we might use.
Ways to Save for Your Kid’s College [Video]
Trying to save for your kid’s college tuition? In this video, we share some questions to consider and the savings options available to you.
Podcast Episode 21: Financial Decisions Don’t Have to Be Permanent
As the world changes, many people can feel trapped by their financial decisions. But you don’t have to be. This episode explores why.
How to Create a Portfolio Strategy [Video]
Do you understand the difference between asset allocation and location? Check out this video to learn how to use both in a portfolio strategy.
Podcast Episode 20: How do Financial Advisors Vacation?
In this episode, get to know some of the FDS team, learn how financial advisors vacation, and tips and tricks we have learned the hard way.
What Medicare Coverage Do You Actually Need? [Video]
In this video, we break down the different types of Medicare coverage and what you might need to consider based on your age.
