by Financial Designs | Apr 15, 2021 | Asset Protection, Blog, Investment, Residents
By Noel Roach 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
By Noel Roach, Wealth Management Partner We all know the importance of saving for retirement, but what if during retirement you have a health situation that requires long-term assistance from healthcare professionals? Are you self-insured to cover costs like assisted...
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...
