by Financial Designs | Feb 22, 2019 | Blog, Investment
By Ryan Johnson, Wealth Management Partner One of the greatest advantages of being an independent contractor is the relatively large amount one can put away for retirement (in 2024 the max is $69,000*) and the significant tax savings that follow. Retirement may seem...
by Financial Designs | Jan 10, 2019 | Blog, Investment
By Noel Roach, Wealth Management Partner We live in a stressed society, and financial woes are one of the leading concerns for Americans. Even those who make enough income to be in the top 5% or even 1% can find themselves stressed by daily finances. All the yoga and...
by Financial Designs | Dec 17, 2018 | Blog, Investment, Tax
By Ryan Johnson, Wealth Management Partner Many consider making charitable contributions during the holiday season. With the new tax rules established this year, you might want to consider if your giving strategy should be tweaked. What changed with tax reform that...
by Financial Designs | May 7, 2018 | Blog, Investment, Residents
By Rob Bland, Guest Writer, US Bank Home Mortgage Securing a mortgage can be daunting and a tedious process. In fact, many feel like the job of a lender is to find a reason why the financial organization should not lend you the money. Contrary to that belief, as a...
by Financial Designs | Apr 12, 2018 | Blog, Investment, Residents
By Noel Roach, AIF® Choosing to complete medical school is not only a large time commitment for physicians but also a large financial commitment. With no federal grant money available and little in private scholarships, students are entering residency with a...
