Wealth, Health, & Happiness
Are you a happy person? Do you wish you could be happier? Would you like to learn how? In my most recent Wealth, Health, & Happiness interview series, I had the pleasure of interviewing Kim Strobel, the happiness coach. Happiness has been a big driver for me on the financial planning journey. Having one of the coolest titles ever (happiness coach), Kim teaches individuals and companies how to maximize their happiness.
READ MORE...
Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!
For starters, SPAC stands for Special Purpose Acquisition Company, also referred to as a blank check company. Their general purpose is to find private companies and take them public, as an alternative to the traditional IPO routes. The reason you may have heard a lot about them recently is not due to their sudden emergence (they’ve been around for decades), but due to their recent massive increase in popularity. As a point of comparison, in 2016 they raised $3.2 billion, in 2019 they raised $13.6 billion, and in 2020 they raised a whopping $83 billion!
READ MORE...
What Your Kids or Grandkids Wonder About Finances
The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was with, hands down, my cutest, most energized, and yet also my smallest client (in size I might add, since I can’t break client/advisor confidentiality).
READ MORE...
Wealth, Health, & Happiness: 35 Plus Years in The Financial Planning Biz
As I sat down to write this summary blog I had to really fight the urge. The urge was to write an obvious blog stating how Irv and his impressive staff joining our firm will enhance both practices. Or how much Irv has devoted to his craft. The list goes on of things I could share about how excited I am for this business deal and most importantly, to what this means to you our valued clients or future clients from a value we are able to deliver.
READ MORE...It’s Been Five Long Years Without You.
Welcome to the hardest blog I’ve written yet. In the spirit of reflection, honesty, and sharing my thoughts on wealth, health, and happiness, today I’m writing a very emotional blog. Five years ago, February 17th 2016, was the worst day of my life. Juxtaposed one day after my oldest daughter’s 4th birthday was officially the day “the music died” in my life.
READ MORE...
The 25 Planner Pledges
We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times. On top of that, we’ve expanded our client base to include our Wayne office, which comes with many fresh, new faces to the Diversified Lifelong Advisor family. Because of this, I think it’s worth reinforcing the Pledges we have at Diversified for all who we’re blessed to work with.
READ MORE...Financial planning and Investment advisory services offered through Diversified, LLC. Diversified is a registered investment adviser, and the registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Diversified’s current written disclosure brochure which discusses, among other things, the firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation. Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.