Fundamental Wealth Designs

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Fundamental Wealth Designs

𝗪𝗲 𝗱𝗲𝘀𝗶𝗴𝗻 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁𝗹𝘆 because we understand that retirement is not a destination – it’s a journey. "Link in bio" ⬇️
linktr.ee/fundamentalwd

At Fundamental Wealth Designs, we put time and care into our process to best impact our client’s success in retirement. Our goal is to provide our clients with holistic financial guidance and strategies tailored to their unique needs and circumstances, helping them achieve financial peace of mind throughout the journey. Our team is dedicated to collaborating with our clients and helping them implement their vision of retirement.

𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗱 𝗼𝗿 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁, we are here to help you gain financial independence in the following areas:

✔️ RETIREMENT INCOME PLANNING

✔️ TAX PLANNING

✔️ RISK MANAGEMENT

✔️ LEGACY PLANNING

✔️ INVESTMENT MANAGEMENT

You’ve worked hard for your money; now it’s time for your money to work for you. Contact Us:
https://linktr.ee/fundamentalwd
(651) 461-6151
[email protected]

10/28/2026

🏡 Paying off your mortgage is a major milestone. But it's not the end of housing costs.

Over the past several years, many homeowners have watched insurance premiums and property taxes climb, sometimes much faster than they expected. Those expenses don't disappear once the house is paid off, which is why they're worth factoring into a long-term retirement plan.

We explore conversations like this on "Retirement Designed Differently".

📺 Tune in on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check your local listings for air times.

10/26/2026

💡 Tip of the Week

Here's a Medicare detail that's easy to overlook: IRMAA.

Certain increases in income can lead to higher Medicare Part B and Part D premiums. So something like a Roth conversion or large retirement account withdrawal may have an impact beyond taxes alone.

That's where looking ahead becomes important. 👀

Before making a big financial move, consider how it fits with the rest of the retirement picture.

10/23/2026

Retirement can take a HIT. 🥊

In Billy's version, that stands for Healthcare, Inflation, and Taxes.

These costs don't necessarily arrive all at once. They can gradually put more pressure on a retirement budget as the years pass, which is exactly why they're worth thinking about before that pressure shows up.

Planning ahead may not eliminate the HIT, but it can help prepare the retirement plan to absorb it.

📺 Catch "Retirement Designed Differently" on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local listings for airtimes.

10/22/2026

🎊 Happy Birthday to our Client Service Specialist, Sam Johnson!

A Stillwater native and proud Eagle Scout, Sam is someone who brings plenty of determination to whatever he's doing. When he's away from the office, there's a good chance you'll find him golfing, out for a run, or making time to visit his seven nieces and nephews.

We appreciate the energy and hard work Sam brings to the FWD team, and we're glad to have him with us. 👏

Enjoy your day, Sam, we hope it's a great one!

10/20/2026

A lot can change in a year...

Your favorite restaurant might raise its prices. Your insurance premiums might change. Even your Medicare prescription drug plan can look different than it did last year. 💊

The Tip of the Week explains why reviewing your coverage during Open Enrollment is worth putting on the calendar.

Even if your prescriptions haven't changed, your plan might have. A quick review today could help you avoid surprises down the road. 🔍

If you'd like help comparing your options, visit the link in our bio to connect with our team.

10/16/2026

There's a difference between getting guidance and giving up control.

Working with a financial advisor shouldn't mean someone else suddenly gets to make the decisions. The role of an advisor is to help bring clarity to the choices ahead in order to provide perspective, and keep the plan moving toward what matters to the client.

Billy digs into that relationship in this clip from "Retirement Designed Differently".

📺 Watch the show on CBS News Minnesota, ABC 5, FOX 9, and KARE 11. Check local listings for airtimes.

10/14/2026

Please help us wish a very Happy Birthday to our Client Experience Specialist, Mary Rose Turner! 🎂

Mary Rose has spent much of her career caring for and supporting others, and that same thoughtful spirit comes through in the way she works with our clients today.

We hope the birthday celebrations include some family time, a little fun, and maybe even a round of golf.

Happy Birthday from all of us at Fundamental Wealth Designs! 🎉

10/12/2026

Someone officially made it to double digits! 🎉

Happy 10th Birthday to Billy's oldest, Bo!

We hope the day includes plenty of fun and maybe even a few more s'mores.

All of us at Fundamental Wealth Designs hope you have an awesome birthday, Bo! 🥳

10/10/2026

Some of life's greatest accomplishments aren't measured in years alone, but in the memories created along the way.

Today, we're celebrating Billy and Lindsey as they mark another wedding anniversary. ❤️

Together, they've built a wonderful family, shared countless adventures, and created a life centered around the people and moments that matter most. It's a joy to celebrate this milestone with them.

Please join all of us at Fundamental Wealth Designs in wishing Billy and Lindsey a very Happy Anniversary!

10/07/2026

Not every team meeting comes with this much glue. 😂

The Fall Senior Expos are coming up, which means our team had a little prep work to tackle first.

So we pulled up some chairs and turned it into a team effort. It may not be the most glamorous part of event prep, but throw enough people around a table and even a big stack of materials goes pretty quickly.

Many hands really do make light work. Nice job, team! 👏

Address

100 Village Center Cr. , #244
North Oaks, MN
55127

Website

https://fundamentalwd.com/, https://calendly.com/billy-fwd/explore-call, https://linktr.ee/fundamentalwd

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