Your Financial Plan
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.
Podcast Episode 19: How to Finance Your Summer Projects
In this episode, we break down different ways to finance your summer projects from HELOCs to refinancing your mortgage.
Strategies for Early Retirement Healthcare [Video]
Early retirement healthcare can be tricky. This video explains your health insurance options before age 65 and Medicare.
Podcast Episode 18: Forever to Never Tax, with Roth Conversions
In this episode, we cover how to use Roth Conversions and your taxable accounts to create a future with no more taxes!
