12 Financial Planning Tips for 2017
We all make New Year’s resolutions to better our lives for the upcoming year. So, why not make 2017 the year in which you give serious attention to your finances?
READ MORE...Healthcare Savings Accounts: Financial Planning’s Best Kept Secret
Healthcare Savings Accounts (HSA) are often misunderstood and very much underutilized. So how do they work? And, what the heck makes them so great?
READ MORE...
The Only Two Credit Cards I Use!
On a weekly basis, I get this question from clients and friends alike: "Which credit card should I use?
READ MORE...
How Much Life Insurance Do I Need?
It’s a common question: How much life insurance should I have? The answer; unfortunately, isn’t an exact science. However, I’d venture to say nine out of ten potential clients are underinsured.
READ MORE...
Three Good Strategies for the Charitably Inclined
There are many ways to make charitable donations, but this post will focus on three simple and proven methods.
READ MORE...
When to use Term Insurance Versus Permanent insurance
Many new clients (as well as most everyone else) are underinsured when it comes to life insurance. Being underinsured is a topic for another blog post.
READ MORE...
To Roth Ira, or Not, to Save Income Tax
The world is full of great questions. Some can’t be answered: what was first, the chicken or the egg? Some were argued at immeasurable length...
READ MORE...
5 Keys to Unlocking Wealth
I’m often asked why financial planning is best accomplished when handled as a lifelong relationship. The simple answer?
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.