From Our President, Helpful Advice, Retirement Planning

To Overpay My Mortgage or Not: That is the Question {Part 1: 10 Reasons Not}

Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client...

10 reasons to overpay your mortgage From Our President, Helpful Advice, Retirement Planning

10 Reasons to Overpay Your Mortgage

Here are 10 reasons to overpay your mortgage - do you try to overpay your mortgage? Learn more with Diversified....

From Our President, Hot Topics

Diversified’s Interview with Kim Strobel – Wealth, Health & Happiness Series

https://www.youtube.com/watch?v=cpa0rfxqwu4

From Our President, Hot Topics

Wealth, Health, & Happiness

Are you a happy person? Do you wish you could be happier? Would you like to learn how? In my...

From Our President, Wealth, Health, and Happiness Videos

Diversified’s Interview with Kim Strobel – Wealth, Health & Happiness Series

https://www.youtube.com/watch?v=cpa0rfxqwu4

SPAC From Our President, Hot Topics

Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!

For starters, SPAC stands for Special Purpose Acquisition Company, also referred to as a blank check company. Their general purpose...

From Our President, Helpful Advice, Personal Growth

What Your Kids or Grandkids Wonder About Finances

The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was...

From Our President, Personal Growth

Wealth, Health, & Happiness: 35 Plus Years in The Financial Planning Biz

As I sat down to write this summary blog I had to really fight the urge. The urge was...

From Our President, Personal Growth

It’s Been Five Long Years Without You.

Welcome to the hardest blog I’ve written yet. In the spirit of reflection, honesty, and sharing my thoughts on wealth,...

Financial Facts, From Our President, Helpful Advice

The 25 Planner Pledges

We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times....

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.