
Secure Act 2.0: What Your 401(k) Needs to Know
https://youtu.be/JQI_z_jRQXk
Table of Contents
Secure Act 2.0: What Your 401(k) Needs to KnowCha Cha Cha ChangesSecure Act 2.0:...

What Is a Discretionary Expense?
What Is a Discretionary Expense?
In the world of personal and business finance, the concept of discretionary expenses holds significant...
Is 529 Withdrawals Taxable?
Is 529 Withdrawals Taxable?
As you and your child have been diligently saving for college through a 529 savings account...
Can a Mortgaged Property Be Placed in an Irrevocable Trust?
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Can a Mortgaged Property Be Placed in an Irrevocable Trust?Understanding Irrevocable TrustsThe Role of the...
Key Retirement Milestones You Need to Know
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Key Retirement Milestones You Need to KnowUnlocking Retirement Accounts: The 59.5 MilestoneClaiming Social Security: The...
How To Make A Financial Plan When You Can’t Afford A Financial Planner
https://youtu.be/o_4yw-_X5F8
Table of Contents
How To Make A Financial Plan When You Can't Afford A Financial PlannerSet the scene:The...
Understanding Net Investment Income (NII)
Understanding Net Investment Income (NII)
Navigating the complex world of personal finance and investments can be daunting, but understanding...
Understanding Mortgage Annual Percentage Rate (APR)
Understanding Mortgage Annual Percentage Rate (APR)
The mortgage industry is filled with complex terminology and financial concepts that can be...
Navigating the Intersection of Elder Law and Estate Planning
Navigating the Intersection of Elder Law and Estate Planning
Navigating the complex landscape of financial planning can be a daunting...
Unlocking the Potential Power of Domestic Asset Protection Trusts (DAPTs): Safeguarding Your Wealth in Uncertain Times
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Unlocking the Potential Power of Domestic Asset Protection Trusts (DAPTs)Understanding the Basics of Domestic Asset Protection...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.