What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be the best coach that I can, I rely on seeing (and more importantly learning) from everyone’s situation. Thankfully, I can take this knowledge to better guide the next client I meet with (who may be experiencing something similar).
READ MORE...Six Minor Adjustments for Major Financial Impact
When it comes to personal finances, there really isn’t a silver bullet for success. Much like exercising, or even dieting, it usually comes down to making small adjustments which compound into larger effects.
READ MORE...Finding your Passion: A Critical Financial Planning Component
The other day I had a conversation with Jay, the Operations Lead here at Diversified. I enjoyed the conversation as he excitedly told me about getting back into creative writing on the weekends. As he described his process and the new writing group he joined, he perked right up. I could see his entire demeanor change. In fact, Jay was telling me about something in which he had a deep rooted love. As the conversation continued, I started getting excited for him and somewhat envious, too. What he did, without realizing it, was describe his passion to me.
READ MORE...My 3 Financial Guilty Pleasures
In my business you get a real unique perspective on how people view things. Especially when it comes to money and finances. One of the often funny things I get to witness is people’s financial quirks. The things that each of us do that makes us financially funny in a way. For some people it is how they track every last expense. For others it may be how close they are to a magic investment number like a million dollars.
READ MORE...College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of life) handle financial endeavors. I see (and have helped advise on) it all – from new jobs, new family members, college planning, retirement, even (unfortunately) deaths of loved ones. Usually, I simply give some form of advice on maximizing any situation. Other times, I customize a strategy with an individual’s specific needs and circumstances.
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Snow Day Thoughts: The Work from Home Dilemma
As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I see are beautiful rolling hills and snow flurries as the winter elements are starting to fill the air. I’m in my sweatpants and tee shirt while my daughters are watching television home from a snow day. It is 9am and I’ve already worked out, sent dozens of emails, and made a few phone calls. Generally I’m not a big work from home guy (although I feel like I’m always working regardless of where I am) but today’s weather has got me thinking. What would it be like to work from home all the time? Would I like it myself? As an owner of a small company would I like it for my employees? Let me share my thoughts and would love to hear yours as well.
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.