by Financial Designs | Apr 15, 2021 | Asset Protection, Blog, Investment, Residents
By Ryan Johnson Fiduciary. This word has been around for a long time, but it’s still not clear to many what it actually means. A fiduciary is someone who acts in the best interest of another person. Being a fiduciary is about loyalty, honesty and trust. Sounds simple,...
by Financial Designs | Jan 4, 2021 | Asset Protection, Blog, Insurance, Investment, Residents, Tax
By Terry Westlund, Co-founder of Financial Designs With the new year, many of you have made or thought about making resolutions. There is probably another sub-set of readers who might have pushed that to the bottom of the proverbial “to-do” list. According to Forbes,...
by Financial Designs | May 21, 2019 | Asset Protection, Blog, Insurance
Navigating the Reality of Long-Term Care Expenses While Securing Your Retirement Written by: Terry Westlund, CHFC® We can all grasp the importance of having a solid retirement savings built up, but what happens if you face health challenges during your golden years?...
by Financial Designs | Sep 4, 2018 | Asset Protection, Blog, Tax
By Nate Hansen, CPA As an independent contractor medical professional, you may have heard buzz around the need to consider forming an entity. The different types of entities can be confusing and can vary by state. The most important thing to remember is that...
