Here a Bit, There a Bit, Everywhere a Bitcoin
Lately, I've had several discussions on the subject. When people call and tell me how wonderfully easy this investment is, my first instinct is to run the other way.
READ MORE...What Does This New Tax Plan Mean to Me?
There's no secret; a lot of change is coming with the proposed tax bill dubbed the Tax Cut & Jobs Act of 2017. Regardless if for it or against it (or have no idea what it is about), I suggest everyone understand its key components.
READ MORE...Donor Advised Fund: A Family Planning Tool
Charitable giving is at the core of many of us, especially this time of year.
READ MORE...Referrals: An Often Overlooked Holiday Gift
The system of referrals is not unique to the financial planning world; however, it is critical to the people we help.
READ MORE...12 End of Year Planning Tips
With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care of. Hopefully, these tips will motivate you to get off Santa’s naughty list and also help better position your finances.
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Navigating the Chemours Deferred Compensation & RSP Restoration Plan
Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. This is a great opportunity to share with you how these plans work.
READ MORE...Our Company Values: This is Us
Our employees know our value system - we live it, breathe it, and make it part of our daily work lives. But, that isn't enough. We want everyone (clients, prospects, employees, wholesalers, etc.) to understand them as well.
READ MORE...Teaching Children about Money and Finances
Consider this: there is no school mandated curriculum on Money. Crazy, right? A foundation of understanding money and finance is essential to navigating adulthood.
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.