
What is Wealth Management?
Table of Contents
What is Wealth Management?Understanding Wealth ManagementThe Importance of Wealth ManagementThe Wealth Management ProcessTypes...
How Often Should You Review Your Estate Plan?
Table of Contents
How Often Should You Review Your Estate Plan?Understanding Estate PlanningFactors That Trigger a Review of...
401(k) Plans Explained
Table of Contents
401(k) Plans ExplainedWhat is a 401(k) Plan?Types of 401(k) PlansContribution Limits and RulesPotential...
What is a Fee-Only Financial Advisor?
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What is a Fee-Only Financial Advisor?The Potential Advantages of Working with a Fee-Only AdvisorPotential Drawbacks...
Retirement Made Easy: A Simple Formula
Retirement Made Easy: A Simple Formula

Understanding Deferred Compensation
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Understanding Deferred CompensationWhat is Deferred Compensation?Qualified vs. Non-Qualified Deferred Compensation PlansContribution Limits and IRS...
What is Phased Retirement?
Table of Contents
What is Phased Retirement?Potential Benefits of Phased RetirementPotential Challenges of Phased RetirementSteps to Implement...
Where Should You Retire
Where Should You Retire

Understanding the Different Types of 401(k) Plans
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Understanding the Different Types of 401(k) PlansTraditional 401(k) PlansRoth 401(k) PlansSafe Harbor 401(k) Plans
How Social Security is Taxed?
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How Social Security is Taxed?The Basics of Social Security BenefitsTaxation of Social Security BenefitsHow...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.