Role Reversal Financial Planning, From Our President

Role Reversal

https://youtu.be/zPGAgFtzEVA

Table of Contents

Role ReversalRole Reversal:The Benefits:Do it or Don’t

Role Reversal

Many couples naturally fall into...

The Pros and Cons of Debt Consolidation Financial Planning

The Pros and Cons of Debt Consolidation

Table of Contents

The Pros and Cons of Debt ConsolidationUnderstanding Debt ConsolidationThe Potential Advantages of Debt ConsolidationThe...

Deferred Compensation Article, Financial Planning, Retirement Planning

Understanding Deferred Compensation

Table of Contents

Understanding Deferred CompensationWhat is Deferred Compensation?Qualified vs. Non-Qualified Deferred Compensation PlansContribution Limits and IRS...

Understanding the Different Types of 401(k) Plans Article, Financial Planning, Retirement Planning

Understanding the Different Types of 401(k) Plans

Table of Contents

Understanding the Different Types of 401(k) PlansTraditional 401(k) PlansRoth 401(k) PlansSafe Harbor 401(k) Plans

Understanding How 401(k) Withdrawals Are Taxed Article, Financial Planning, Retirement Planning

How 401(k) Withdrawals Are Taxed

Table of Contents

How 401(k) Withdrawals Are TaxedThe Basics of 401(k) WithdrawalsTax Implications of WithdrawalsRoth 401(k) Withdrawals

Good Debt vs Bad Debt Credit Cards, Financial Planning

Understanding Good Debt vs Bad Debt

Table of Contents

Understanding Good Debt vs Bad DebtWhat is Debt?Defining Good DebtUnderstanding Bad DebtThe Impact...

Retirement Savings Basics Article, Financial Planning, Retirement Planning

Retirement Savings Basics

Table of Contents

Retirement Savings BasicsUnderstanding Retirement NeedsStarting Early: The Power of Compound InterestChoosing the Right Retirement...

Understanding Credit Limits: What They Are and How They Are Determined Article, Credit Cards, Financial Planning

Understanding Credit Limits: What They Are and How They Are Determined

Table of Contents

Understanding Credit Limits: What They Are and How They Are DeterminedWhat is a Credit Limit?How...

Understanding FICO Scores Article, Financial Planning

Understanding FICO Scores

Table of Contents

Understanding FICO ScoresWhat is a FICO Score?Factors Influencing Your FICO ScoreThe FICO Score Range...

Best Ways to Pay Off Debt Article, Financial Planning

Best Ways to Pay Off Debt

Table of Contents

Best Ways to Pay Off DebtUnderstanding Your DebtCreating a BudgetChoosing a Debt Repayment Strategy

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.