Financial Planning, From Our President
Advice From a Legend!
Advice From a Legend!
Article, Taxes
Trustee Withdrawing Money from a Trust Account: Is it allowed?
Table of ContentsCan a Trustee Withdraw Money from a Trust Account?Understanding Trusts and TrusteesWhat is a Trust?
Retirement Planning, Article, Financial Planning
How to Save for Retirement in Your 40s
Table of ContentsHow to Save for Retirement in Your 40sUnderstanding Your Retirement GoalsAssessing Your Current Financial Situation
Article, Credit Cards
11 Mistakes That Can Ruin Your Credit Score
Table of Contents11 Mistakes That Can Ruin Your Credit ScoreIgnoring Your Credit ReportMissing PaymentsOverusing Credit Cards
Retirement Planning, Article, Financial Planning
Understanding Employer Contributions
Table of ContentsUnderstanding Employer ContributionsWhat Are Employer Contributions?The Importance of Employer ContributionsMaximizing Employer ContributionsEmployer Contributions...
Market Update
Equities Finish Higher to End A Strong November
Table of ContentsEquities Finish Higher to End A Strong NovemberGlobal Equities and BondsS&P 500Personal Consumption Expenditures...
Retirement Planning, Article, Financial Planning
Navigating Your 401(k) Options Upon Retirement
Table of ContentsNavigating Your 401(k) Options Upon RetirementUnderstanding Your 401(k) OptionsLeave Your Money in the 401(k)Setting...
Article, Financial Planning
Strategies for Properly Managing Debt
Table of ContentsStrategies for Properly Managing DebtUnderstanding Your DebtCreating a BudgetPrioritizing Debt RepaymentExploring Debt Consolidation
Retirement Planning, Article, Financial Planning
How to Build a Financial Plan for Retirement
Table of ContentsHow to Build a Financial Plan for RetirementUnderstanding Retirement NeedsSetting Retirement Income GoalsBuilding a...
From Our President, Personal Growth
A Blog with No Answers, Just One Big Question
A Blog with No Answers
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.