Understanding the 'Will' Concept Article, Financial Planning

Understanding the ‘Will’ Concept

Table of ContentsUnderstanding the 'Will' ConceptWhat is a Will?Types of Wills1. Simple Wills2. Testamentary Trust...

Health Savings Account (HSA) Vs. Flexible Spending Account (FSA) Retirement Planning, Article, Financial Planning

Understand the Difference: Health Savings Account Vs. Flexible Spending Account

Table of ContentsHealth Savings Account (HSA) Vs. Flexible Spending Account (FSA)What is a Health Savings Account (HSA)?Eligibility...

How Many IRAs Can You Have? Retirement Planning, Article, Financial Planning

How Many IRAs Can You Have?

Table of ContentsHow Many IRAs Can You Have?Understanding IRAsThe Limit on IRAsPros and Cons of Multiple...

How to Open a Trust Account Article, Financial Planning

How to Open a Trust Account

Table of ContentsHow to Open a Trust AccountUnderstanding the Potential Benefits of Trust AccountsTypes of Trust Accounts

What is a Quitclaim Deed? Article, Financial Planning

What is a Quitclaim Deed?

Table of ContentsWhat is a Quitclaim Deed?Understanding Quitclaim DeedsDefinitionPurpose and BenefitsHow Quitclaim Deeds WorkParties...

What is a Simple Will? Article, Financial Planning

What is a Simple Will?

Table of ContentsWhat is a Simple Will?1. Understanding the Importance of a Simple WillDefinition and Purpose of...

What is Estate Administration? Article, Financial Planning

What is Estate Administration?

Table of ContentsWhat is Estate Administration?Introduction to Estate AdministrationUnderstanding Estate PlanningKey Parties Involved in Estate Administration

Mutual Fund vs ETF: What’s the Difference? How to Invest, Article, Financial Planning

Mutual Fund vs ETF: What’s the Difference?

Table of ContentsMutual Fund vs ETF: What’s the Difference?SimilaritiesDifferencesConclusion Mutual Fund vs ETF: What’s the Difference? Investing in...

How Much Can You Contribute to Your 401(k)? Retirement Planning, Article, Financial Planning

How Much Can You Contribute to Your 401(k)?

Table of ContentsHow Much Can You Contribute to Your 401(k)?Understanding 401(k) Contribution LimitsThe Maximum Contribution LimitsEmployer...

How to Open a Roth IRA Retirement Planning, Article, Financial Planning

How to Open a Roth IRA

Table of ContentsHow to Open a Roth IRAStep 1: Determine Eligibility for a Roth IRAStep 2: Choose...

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.