Credit Cards, Article
How Many Credit Cards Should You Have?
Table of ContentsHow Many Credit Cards Should You Have?Understanding Credit CardsTypes of Credit CardsPotential Benefits of...
How to Invest, Article
What Are Unclaimed Dividends?
Table of ContentsWhat Are Unclaimed Dividends?Reasons for Unclaimed DividendsTypes of Unclaimed DividendsThe Impact of Unclaimed Dividends
Retirement Planning, Article, Financial Planning
A Guide to Starting Your Estate Planning Journey
Table of ContentsAn Extensive Guide to Starting Your Estate Planning JourneyUnderstanding Estate PlanningWhy is Estate Planning Important?
Insurance, Article
Understanding the Tax Implications of Life Insurance
Table of ContentsUnderstanding the Tax Implications of Life InsuranceThe Basics of Life Insurance ProceedsTax-Free Death BenefitsExceptions to the RuleUnderstanding Cash...
Retirement Planning, Article, Financial Planning
When Should You Start Estate Planning?
Table of ContentsWhen Should You Start Estate Planning?Understanding Estate PlanningThe Right Time to Start Estate PlanningEarly...
Taxes, Retirement Planning, Article
Will You Pay Taxes During Retirement?
Table of ContentsWill You Pay Taxes During Retirement?Types of Retirement Income Subject to Taxation1. Social Security Benefits
Article, Taxes
The Tax Benefits of a 401(k) Plan
Table of ContentsThe Tax Benefits of a 401(k) PlanWhat is a 401(k) Plan?Types of 401(k) PlansPotential...
Taxes, Article
What is Unrealized Capital Gains Tax:
Table of ContentsWhat is Unrealized Capital Gains Tax: An Extensive GuideWhat Are Unrealized Capital Gains?Importance of Understanding...
Taxes, Article
How Are Bonuses Taxed in 2025?
Table of ContentsHow Are Bonuses Taxed in 2025?What Constitutes a Bonus?Taxation Methods for BonusesPercentage MethodAggregate...
Financial Planning, Article
How Does a Living Trust Work
Table of ContentsHow Does a Living Trust Work: A crucial financial toolWhat is a Living Trust?Key Components...
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.