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Latest Articles

Retirement

  • 9 Facts About Retirement
  • What to Expect in Your First Year of Retirement
  • Social Security: Maximizing Benefits
  • Choosing a Retirement Plan that Fits Your Business
  • What Is a Roth 401(k)?

Investment

  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream
  • A Primer on Dividends
  • A Taxing Story: Capital Gains and Losses
  • Inflation & Your Money
  • How Stocks Work

Estate

  • Problems with Probate
  • Four Steps to Valuing an Estate
  • Estate Management Checklist
  • A Brief History of Estate Taxes

Insurance

  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • When Life Insurance Becomes Taxable
  • Understanding Extended Care
  • Assess Life Insurance Needs

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • Five Most Overlooked Tax Deductions
  • Understanding Marginal Income Tax Brackets
  • Filing Final Tax Returns for the Deceased
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • What Is a 1035 Exchange?

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car

Lifestyle

  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • Do Your Kids Know The Value of a Silver Spoon?
 

Contact

FINANCIAL DESIGN consulting

Office: 520-751-3777

Fax: 520-751-3776

1846 East Innovation Park Drive

Oro Valley, AZ 85755

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Kim Rothschild offers securities through First Liberties Financial. Securites Broker Dealer, Member, FINRA and SIPC (www.finra.org / www.sipc.org)
Headquarters: 369 Lexington Avenue, Suite 311 New York, NY 10017 (917) 639--5461
Member FINRA/SIPC.  Financial Design Consulting is not controlled by or a subsidiary of First Liberties Financial.