Video

Financial Design Studio Taxes Organized

[Video] Get Organized: Your Accountant Will Thank You!

February 19, 2018

Get Organized: Your Accountant Will Thank You! STEPHEN SMALENBERGER, EA It’s that time of year when you’re thinking about filing your tax return.  I don’t know how many times I’ve seen someone bring in a box of unopened mail or receipts and give it to their accountant.  What if you came in earlier, organized, and…

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Financial Design Studio Plan For Those You Love

[Video] Leaving a Plan For Those You Love

February 10, 2018

Let’s talk about leaving a plan for those people that you love! Let’s discuss the plans you should make in case something happens to you.

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Financial Design Studio Started on Investments

How to Get Started On Investing [Video]

February 3, 2018

STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® So many people are excited about getting started on investing and seeing growth from the money they’re saving.  But one thing that is really important to remember is to have an emergency fund.  Put money aside before you start investing.  Everyone wants to buy that stock that’s going…

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Financial Design Studio Rent Buy Video

[Video] Rent Or Buy

January 27, 2018

Studio Chat: Renting vs. Financing a Home Purchase STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® One question we get a lot is Do you rent or do you buy?  We’ve done both; rented and now own a home.  There’s such a simplicity in renting!  You know what your fixed costs are each month with no…

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FDS Spending Money Header

[Video] Spending Money

January 23, 2018

Studio Chat: Advisor’s Take On Spending Money STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® Spending can be a really hard area especially when you’re taking two lives and making them one.  Something we found helpful was using a software, tracking it, and viewing it periodically. This was helpful because there are going to be times…

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[Video] College Savings

January 16, 2018

Studio Chat: Advisor’s Take On College Savings STEPHEN SMALENBERGER, EA & MICHELLE SMALENBERGER, CFP® One of the areas you want to discuss once you have children is whether to save or fund your children’s college education.  Do you want to fund all of it, some of it, none of it? In planning for the day…

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