The Retirement Age Gap {A Unique Planning Opportunity}
What is the retirement age gap? It's the difference between when one spouse and the other retires.
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What We Are Watching: 8 Market Impacts
Now that the official start to summer has arrived, I always have the same thought. Why do the days have to get shorter? I love these long summer nights the best. In a twisted way, I dread the longest day of the year, because now I know every day will get shorter and shorter. I almost prefer the shortest day, as I know each day will get longer.
READ MORE...Work Life Balance: Live to Support Work, or Work to Support Life
I’ve noticed that most of us graduate and get a job. That job takes us in many directions and drags our life with it. This job moves us around the country, dictates the lifestyle we lead, and ends up consuming our lives. Most of us work long hours and our lives support our work. Our family and lifestyle adjust around our work. Even our happiness revolves around our careers.
READ MORE...Retirement Dating - I Recommend it For Everyone!
Retirement dating is for everyone - meaning that you should "test drive" retirement before you get there. Learn more in this blog!
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Retirement Advice: Great Advice from a Retired Client {We Can All Learn a Lesson}
I’m still in quarantine mode at the Jersey shore, and while here, I had an interesting revelation. I was talking to my brother the other day (he’s also quarantining down here) and he pointed out a really interesting phenomenon. “Little bro,” he said, “did you notice when you’re on the beach, what people aren’t doing?”
READ MORE...Company Stock - The Downside
One of Diversified, LLC’s specialties is working with executives at many different fortune 500 companies. Many of them receive a fair amount of their compensation in the form of stock options and restricted stock units. These can be fantastic little perks, but are often a large portion of executive compensation. While the stock market was on a record run up the last decade, these stock compensation vehicles have created a lot of wealth for our clients.
READ MORE...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.
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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...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.