What Does a Financial Consultant Do?
Table of Contents
What Does a Financial Consultant Do?Introduction to Financial ConsultantsResponsibilities of a Financial ConsultantInvestment Analysis...Do Employer Contributions Count Towards 401k Limit?
Do Employer Contributions Count Towards 401k Limit?
How to Make a Financial Plan
Table of Contents
How to Make a Financial PlanDefining Your Financial GoalsShort-term GoalsMedium-term GoalsLong-term GoalsAssessing...How Does an Indexed Annuity Differ from a Fixed Annuity?
How Does an Indexed Annuity Differ from a Fixed Annuity?
Pros and Cons of Health Savings Accounts (HSAs)
Table of Contents
Pros and Cons of Health Savings Accounts (HSAs)What is a Health Savings Account?The Pros of...One More Year!
One More Year! What happens when you work one more year?
How to Create a Retirement Budget: Making Your Money Last
Table of Contents
How to Create a Retirement BudgetStep 1: Assess Your Income StreamsStep 2: Plan Your DistributionsInheritance Tax: What You Need to Know
Inheritance, an age-old practice of passing down assets or properties from one generation or individual to another, is subject to...
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.