520-751-3777

Home
  • Home
  • About Us 
    • Our Firm
    • Our People
    • Useful Links
  • Insights 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
  • Tools 
    • Glossary
    • Tax Resources
  • Contact

Latest Articles

Retirement

  • Split Annuity Strategy
  • Volunteering in Retirement
  • 9 Facts About Retirement

Investment

  • Estimating the Cost of College
  • How Stocks Work
  • Required Reading: The Economic Report of the President
  • The Utility of Sector Investing
  • The Anatomy of an Index
  • Alternative Investments - Going Mainstream

Estate

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

Insurance

  • The Value of Insuring Against Life’s Risks
  • Dog Bites Neighbor. Now What?
  • When Life Insurance Becomes Taxable
  • Keeping Summer Safe: Pool and Spa Safety Tips
  • Teen Drinking and Your Liability
  • Making Sense Of A Home Warranty
  • Inventorying Your Possessions
  • Understanding Extended Care

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?

Money

  • U.S. Personal Savings Rate
  • The Lowdown on Those Free Credit Scores
  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car

Lifestyle

  • Personal Finance Tips for Military Families
  • 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
 

Contact

FINANCIAL DESIGN consulting

Office: 520-751-3777

Fax: 520-751-3776

1846 East Innovation Park Drive

Oro Valley, AZ 85755

Send an Email

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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.