Investing in the Stock Market is NOT Gambling
A few weeks ago, I was visiting my happy place–the Jersey shore. It was an especially good weekend because my...
What the Proposed SECURE Act Means to You – 9 Major Changes
Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the...
Should I Buy that Beach Home? Or, Should I Rent?
Growing up at the Jersey shore is a thing I hold close to my heart. I loved being a local...
Retirement Drawdown {What’s the Right Cadence?}
Retirement brings unique circumstances to a person’s life. It’s likely the first time you’ll truly appreciate not setting the work-time...
Everyone Has Their Category, So What?
Spending Category
A common question to our clients is: do you really understand where you're spending your money? At first,...The Importance of a Financial Check-up {11 Reasons to Stay Diligent}
Financial Check ups create a forum for us to advise and effectuate change for our clients. This is at...
The 10 Big Retirement Mistakes to Avoid
“What are the biggest retirement mistakes you see people make?” A client asked me the above question a few weeks ago....
How Much House Can I Afford?
How Much House Can I Afford?
My best buddy and his wife came to visit me the other week. You...Webinar: The Basics of Asset Protection Planning
Financial planning and Investment advisory services offered through Diversified , LLC, a registered investment advisor in DE, PA, MD, TX and NJ....
The Often Misunderstood Disability Insurance
Disability Insurance
I'd like to start with an insurance joke, followed by an insurance riddle. What is less fun to talk about...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.