Retirement Designed Differently

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Retirement Designed Differently At Fundamental Wealth Designs, we believe a successful
retirement begins with doing the fundamentals well.

Behind the scenes of Retirement Designed Differently. 🎥
10/11/2026

Behind the scenes of Retirement Designed Differently. 🎥

10/10/2026

Mutual funds and ETFs can both play a role in an investment strategy, but understanding their differences matters. Costs, flexibility, and tax considerations can all factor into deciding what fits your goals.

To Roth or not to Roth? Billy Voyles explores the question in his book, To Roth or Not to Roth.A closer look at Roth str...
10/06/2026

To Roth or not to Roth? Billy Voyles explores the question in his book, To Roth or Not to Roth.

A closer look at Roth strategies and the role they can play in retirement planning.

Claim your free book here: https://torothornottoroth.com/

09/28/2026

The 4% rule was made to be broken.

Rather than following a general rule of thumb, your withdrawal strategy should take into account the current economic setup and your specific wants and needs.

09/25/2026

Contrary to popular belief, many people owe more in taxes during retirement than in their working years.

Being mindful of what percentage you’ll owe and avoiding a leap into a higher bracket could prevent you from paying more than you need to Uncle Sam.

Capture the good side of the economy.Tune into Retirement Designed Differently to watch Billy explain how you can mainta...
09/21/2026

Capture the good side of the economy.

Tune into Retirement Designed Differently to watch Billy explain how you can maintain financial confidence, no matter what the day’s headlines and markets bring.

09/19/2026

The allocations in your portfolio have changed since you first invested.

Checking back in on your holdings annually (if not more) can ensure your breakdown of stocks, bonds, and other financial products remains aligned with your current goals.

From client appreciation events to educational workshops and community gatherings,these moments are part of what makes w...
09/15/2026

From client appreciation events to educational workshops and community gatherings,
these moments are part of what makes working with Fundamental Wealth Designs different.

Check out our upcoming free events, and RSVP for you and a guest to join us!

https://fundamentalwd.com/client-experiences/

09/10/2026

Would you rather send money to charity or the IRS?

A qualified charitable distribution (QCD) lets you pass IRA savings onto charity and could reduce your tax liabilities in the process.

Don’t make a mistake in the red zone!You’ve spent decades methodically marching toward retirement, but the decisions you...
09/06/2026

Don’t make a mistake in the red zone!

You’ve spent decades methodically marching toward retirement, but the decisions you make in the home stretch will be a major factor in the longevity of your wealth.

Address

100 Village Center Drive
North Oaks, MN
55127

Telephone

+16514616151

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