by Financial Designs | Apr 7, 2022 | Blog, Investment, Recruiters, Residents
By Katie Bennett With interest rates on the rise, while federal loans benefit from continued forbearance, many are contemplating the best time to refinance. Early April saw yet another extension of the federal forbearance period. Loans are now set to enter payment...
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 2021 information. It’s that time of year… cheery music, crisp weather, shiny lights… and wrapping up your taxes for 2021. Don’t worry – if you have a good CPA, it...
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 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 | Dec 18, 2020 | Blog, Insurance, Recruiters, Residents
By Terry Westlund, ChFC® You ay have heard that “unisex” pricing for disability coverage is going away. Although this is true for many large carriers like Principal, it’s not completely true across the board. Like a large bright diamond, unisex rates are just harder...
