Suddenly Widowed: A Financial Guide for When Tragedy Strikes
Sadly, death is a part of life. It's a time of emotional chaos. When faced with the aftermath of tragedy, most of us find ourselves ill prepared. So, what do we need to cover to cope with the fallout of losing a loved one?
READ MORE...
What’s My Magic Number? To Retire that is!
Every retirement plan is unique and asks the age old question: How much do I need to retire? It takes a lot of finesse to devise each individual’s “magic” retirement age and dollar amount.
READ MORE...
Financial Lessons from our Founding Fathers
Discover financial lessons from our Founding Fathers. What financial insight can you learn from Benjamin Franklin?
READ MORE...
Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?
READ MORE...Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.
READ MORE...Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place to help them avoid costly mistakes, especially as they enter their working years.
READ MORE...9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.
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.