Lifelong Blog
Our nationally recognized, weekly blog posts.
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 know him as O-man, an old friend I’ve mentioned in past blogs. (O-Man–don’t let me blogging about you go to your head, you hear?) Anyway, he told me about some exciting stuff going on in […]
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. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, […]
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 than life insurance? You guessed it… Disability Insurance! Now, the follow-up riddle. What is more likely to happen during your career–getting disabled or dying prematurely? (I’m hoping by now you’ve caught onto the […]
Your Financial Pop Quiz {The Answers & Factoids}
Have you woken up from that nightmare yet? You know, the one where you can’t get into your school locker? I do apologize if my last blog left you in suspense. Hopefully, you have a friend or two who took the quiz as well. Go ahead, be competitive, compare scores! Okay, I’ll get on with […]
Your Financial Pop Quiz!
The other day I was at a doctor’s appointment and got a friendly surprise. There was a three hundred question, multiple-choice exam I had to take for my health. Three hundred questions! Oy Vey!
Webinar: Navigating the DuPont/Corteva Spin-Off
Diversified is not affiliated with DuPont. Diversified is not affiliated with Corteva Agriscience™. This event is not sponsored by DuPont and Corteva Agriscience™.
Trust Planning: It’s Not What You Leave Behind; It’s How.
Trust Planning As a lifelong financial planner, I’m privileged to be part of the complete picture of client’s lives. Unfortunately, it does means facing the lows along with the highs. The discussion and arrangement of a client’s disposition of assets (while unpleasant to think about) is extremely necessary. One common question often asked is: what […]
Game of Loans: Constructive vs Destructive
I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my favorites of all time (and I generally don’t gravitate to the fantasy genre, but I’m hooked). Since we are approaching the last few episodes (and I can only imagine who else has been killed off by the time you are reading this) I figured why not try my hand at a Game of Thrones themed blog. Well, here it goes.
What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be the best coach that I can, I rely on seeing (and more importantly learning) from everyone’s situation. Thankfully, I can take this knowledge to better guide the next client I meet with (who may be experiencing something similar).
1st Quarter 2019 Market Commentary Video
Kyle Hill, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.
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 know him as O-man, an old friend I’ve mentioned in past blogs. (O-Man–don’t let me blogging about you go to your head, you hear?) Anyway, he told me about some exciting stuff going on in […]
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. Securities offered through Securities Service Network, LLC, Member FINRA, SIPC. Associates of Diversified are registered representatives of Securities Service Network, LLC, a registered broker/dealer, 9729 Cogdill Road, Knoxville, TN 37932.Securities offered through Securities Service Network, […]
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 than life insurance? You guessed it… Disability Insurance! Now, the follow-up riddle. What is more likely to happen during your career–getting disabled or dying prematurely? (I’m hoping by now you’ve caught onto the […]
Your Financial Pop Quiz {The Answers & Factoids}
Have you woken up from that nightmare yet? You know, the one where you can’t get into your school locker? I do apologize if my last blog left you in suspense. Hopefully, you have a friend or two who took the quiz as well. Go ahead, be competitive, compare scores! Okay, I’ll get on with […]
Your Financial Pop Quiz!
The other day I was at a doctor’s appointment and got a friendly surprise. There was a three hundred question, multiple-choice exam I had to take for my health. Three hundred questions! Oy Vey!
Webinar: Navigating the DuPont/Corteva Spin-Off
Diversified is not affiliated with DuPont. Diversified is not affiliated with Corteva Agriscience™. This event is not sponsored by DuPont and Corteva Agriscience™.
Trust Planning: It’s Not What You Leave Behind; It’s How.
Trust Planning As a lifelong financial planner, I’m privileged to be part of the complete picture of client’s lives. Unfortunately, it does means facing the lows along with the highs. The discussion and arrangement of a client’s disposition of assets (while unpleasant to think about) is extremely necessary. One common question often asked is: what […]
Game of Loans: Constructive vs Destructive
I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my favorites of all time (and I generally don’t gravitate to the fantasy genre, but I’m hooked). Since we are approaching the last few episodes (and I can only imagine who else has been killed off by the time you are reading this) I figured why not try my hand at a Game of Thrones themed blog. Well, here it goes.
What I Learned From People in Bad Financial Shape
Being a financial coach, I have the ability to see people in both great and bad financial positions. To be the best coach that I can, I rely on seeing (and more importantly learning) from everyone’s situation. Thankfully, I can take this knowledge to better guide the next client I meet with (who may be experiencing something similar).
1st Quarter 2019 Market Commentary Video
Kyle Hill, one of the partners of Diversified, gives us an overview of the global markets and our perspective on them.