by Financial Designs | Feb 5, 2022 | Blog, Investment, Residents, Tax
By John Golway, CPA and Founder of Financial Designs Tax Services, LLC Updated to reflect 2024 information. It’s that time of year… cheery music, crisp weather, shiny lights… and wrapping up your taxes for 2024. Don’t worry – if you have a good CPA, it...
by Financial Designs | Aug 2, 2021 | Blog, Investment
By Ryan Johnson, Wealth Management Partner If you have taken the step to regularly contribute to your retirement savings: Congrats! You have taken one of the first steps to achieve financial independence. If you are maxing out your contributions ($23,500 for W-2...
by Financial Designs | Apr 29, 2021 | Blog, Insurance, Investment, Residents
By Terry Westlund Health Savings Accounts, aka “HSAs” are a common financial strategy used in a provider’s arsenal. But are you clear on all the reasons why a HSA can be handy? See below for the top reasons you may want to incorporate this kind of account into your...
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 | Jun 22, 2020 | Blog, Investment
By Ryan Johnson “There is simply no telling how far stocks can fall in a short period… your mind may well become rattled by scary headlines and breathless commentary. And an unsettled mind will not make good decisions.” – Warren Buffett, Berkshire Hathway 2017...
