by tarawestlund | 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 tarawestlund | 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 tarawestlund | Feb 18, 2021 | Blog, Investment, Recruiters, Residents
By Katie Bennett To refinance or not to refinance? I am asked this question with high regularity. Prior to the pandemic, I would have advised to seek lower interest rates by refinancing with a company like SoFi, Common Bond, or Laurel Road. Current legislation has...
by tarawestlund | Jan 4, 2021 | Asset Protection, Blog, Insurance, Investment, Residents, Tax
By Terry Westlund, Co-founder of Financial DesignsIt’s January – and we finally have 2020 behind us. 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...
by tarawestlund | Dec 18, 2020 | Blog, Insurance, Recruiters, Residents
By Terry Westlund, ChFC® It’s the end of 2020 and the buzz in the financial world is 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...
by tarawestlund | Nov 30, 2020 | Blog, Investment, Residents, Tax
By John Golway, CPA and Founder of Financial Designs Tax Services, LLC Updated to reflect 2020 information. It’s that time of year… cheery music, crisp weather, shiny lights… and wrapping up your taxes for 2020. Don’t worry – if you have a good CPA, it...
