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.
READ MORE...
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...
6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. When I have the pleasure of working with ones parents and children (3 generations), it becomes a real social experiment. In this setting I see how these people are more alike than they imagine. It offers itself as an interesting generational sample pool.
READ MORE...The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to take a vacation. These individuals never decompress and thus make themselves miserable. Much of the show’s second season is filmed in the Catskills. Back then families vacationed together for the entire summer. Often, they’d rent a cabin (think Dirty Dancing style) for the season where there’d be dances and activities for the whole family to enjoy. Most importantly, they’d relax for an entire three months a year. (Crazy, right?)
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.