If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
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If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
How can executives make the best use of their company stock? In this episode, we break down a few common forms of granting stock, and strategies for how to exercise them in a tax efficient way. But that's not all, so take a listen for a crash course on equity compensation! We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices! ...
Behind The Designs
If your spouse knows how your finances work, what happens after they pass? In this episode, we helped our fictional client Renee, a recent widow, understand the moving parts of her financial picture, work through the inheritance process, and adjust her taxes for the individual tax bracket. 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/ 🚀 WORK WITH US: https://financialdesignstudio.com/get-started/ 👋 ABOU...
