
What Is a Discretionary Expense?
What Is a Discretionary Expense? In the world of personal and business finance, the concept of discretionary expenses holds significant importance....

Tax Planning for Retirees with Multiple Income Streams
Tax Planning for Retirees with Multiple Income Streams As you approach the golden years, ensuring a comfortable and financially stable retirement...

Tax Implications of Selling Your Home in Retirement
Tax Implications of Selling Your Home in Retirement Retiring from the workforce can be an exciting and well-deserved transition, but it...

Election Plea
Election Plea

Is 529 Withdrawals Taxable?
Is 529 Withdrawals Taxable? As you and your child have been diligently saving for college through a 529 savings account over...

Equities Slip as Yields Surge
Table of ContentsEquities Slip as Yields SurgeUS Treasury YieldsQ3 EarningsReal Estate MarketLooking Forward Equities Slip as...

The Tortoise and the Hare (An Investment Parable)
https://youtu.be/VvHFdS2h2eQ Table of ContentsThe Tortoise and the Hare (An Investment Parable)The Tortoise The HareParable The Tortoise and the Hare...

Navigating Retirement as a Small Business Owner
Table of ContentsNavigating Retirement as a Small Business OwnerThe Importance of Retirement Planning for Small Business OwnersSole...

RMDs and Life Insurance: Strategies for Maximizing Your Retirement Savings
RMDs and Life Insurance: Strategies for Maximizing Your Retirement Savings As you approach retirement, managing your required minimum distributions (RMDs)...

Navigating the Tax Implications of a Career Change
Table of ContentsNavigating the Tax Implications of a Career ChangeUpdating Your Tax WithholdingsMaximizing Deductions and Tax Credits
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.