Finding your Passion: A Critical Financial Planning Component
The other day I had a conversation with Jay, the Operations Lead here at Diversified. I enjoyed the conversation as...
Retirement Life Insurance: The Need or The Want
Life insurance is part of any solid financial plan. First-hand, I’ve experienced how it can save a family in the...
My 3 Financial Guilty Pleasures
In my business you get a real unique perspective on how people view things. Especially when it comes to money...
College Advice: From Parent to Parent
A somewhat unique perspective of my career is the vantage point I have into how clients (from all walks of...
Snow Day Thoughts: The Work from Home Dilemma
As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I...
Why Should I Care About Long Term Care?
As our retiree clients start to age, one question is always on their mind, healthcare! They are concerned...
Tax Season’s Two Big Changes
Taxes. They are on everyone's mind these days. With 2018 behind us, it's time to prepare for tax season. Soon...
6 Ways Your Parents Affect Your Relationship With Money
Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. ...
The Life Lesson Learned from The Marvelous Mrs. Maisel
I’ve written about the struggles of taking “real” vacations many times. Unfortunately, I have many clients who seem afraid to...
Tax Refund: Money You Don’t Want
It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax...
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.