
What is Personal Finance
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What is Personal FinanceIntroduction to Personal FinanceImportance of Personal FinanceFinancial LiteracySetting Financial Goals
CFP vs. Fiduciary: Understanding the Difference and Choosing the Right Financial Advisor
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CFP vs. FiduciaryWhat is a Certified Financial Planner (CFP)?The Certification Process for CFPsBenefits of...
The Importance of Financial Planning and Analysis in Business Success
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The Importance of Financial Planning and Analysis in Business SuccessWhat is Financial Planning and Analysis?Some...
How to Determine If You Need a Financial Advisor
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How to Determine If You Need a Financial AdvisorUnderstanding the Role of Financial AdvisorsSigns It's...
Understanding Your 401(k) Options When Leaving a Job
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Understanding Your 401(k) Options When Leaving a JobWhat is a 401(k) Plan?Options for your 401(k)...
How to Invest in Retirement
Table of Contents
How to Invest in RetirementIntroduction to Retirement InvestingUnderstanding the Importance of Investing in RetirementBenefits...
The Ultimate Financial Planning Guide for Life’s Major Milestones
The Ultimate Financial Planning Guide for Life's Major Milestones

Selling a House in an Irrevocable Trust
Selling a House in an Irrevocable Trust
Selling a house can be a complex process, and it becomes even more...
Fiduciary vs. Financial Advisor: Understanding the Difference
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Fiduciary vs. Financial AdvisorWhat is a Fiduciary?Responsibilities of a FiduciaryWhat is a Financial Advisor?
What is Expected Family Contribution?
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What is Expected Family Contribution?Definition of Expected Family ContributionCalculation MethodsFederal MethodologyInstitutional MethodologyFactors...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.