Grateful Retirement: The Key to Happiness
I feel like I’m in the Tom Hank’s movie Castaway these days. I’m stuck on an island (I mean, stuck inside my house), haven’t had a haircut in months, and my best friend is a volleyball named Wilson. I yearn for the day when I can give you clients a nice big hug again, which will mean life is back to normal.
READ MORE...What Has This Pandemic Taught You About Spending?
Have you ever tried writing a blog while playing Hulk and Spider-man with a two-year-old boy? Well as of today, I have. Let me tell you, it’s fabulous! I’m amazed to still be standing though, as I’ve had about 1,000 imaginary Spidey webs shot at me. Yet, I’ll muster the strength to go on. Folks, look what I have to overcome to keep putting quality articles out for you? That’s my dedication! ?
READ MORE...What the Heck is Going on With the Stock Market?
Happy unofficial start of the summer everyone. Summer is by-far my favorite season. This year’s Memorial Day, summer, back-yard BBQs, and hangouts with friends and family will be unlike any other it seems. However, there’ll still be plenty to enjoy in its own unique way. I grew up at the Jersey Shore and whenever I visit, it brings back tons of nostalgic memories.
READ MORE...Emergency Savings During Covid: Have The Rules of Financial Planning Changed Forever?
For the more thought-provoking topic I’ve been thinking about these days: have the fundamental rules of financial planning changed? I’m specifically referring to how we approach emergency savings. What do I mean? Well, glad you asked.
READ MORE...Positive Side of Covid-19: 5 Positives to Covid
During times like these, I can hear my dad playing Johnny Nash’s I Can See Clearly Now. He always looked at the bright side of things. I figured I’d share with you all the positives that have come into my life during this time of quarantine. I say this not to downplay the tragedies that have emerged, but rather to focus on that “bright, sunshiny day.”
READ MORE...Important Life Lessons from a Covid-19 Victim: My Grandmother
Week six stuck at home was by far the worst for me as Covid-19 finally struck home. My grandmother passed away because of this terrible virus. She was a wonderful lady and I simply refuse to let her be a statistic. So, I’d like to dedicate this article to her and share some of her attributes that I think could help us all during these tough times.
READ MORE...Cash or Invest: That Is the Question
There are few questions that I’ve gotten in my almost 20 years in the business that have been as difficult to answer as the one I keep getting lately. With a handful of clients sitting on a decent amount of cash, they’ve been waiting for this opportunity to buy in on the dip. I’ll reach out to them, as that was always the plan, but then the conversation doesn’t go as expected.
READ MORE...Unprecedented Times: This is Unprecedented!
These times are unprecedented. Whenever I speak to clients, I consistently hear them say something like this: Never in the country’s history have we seen something like this. The country is literally shut down. These are unprecedented times.
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.