Financial Facts, Retirement Planning, From Our President

Your Financial Pop Quiz!

The other day I was at a doctor’s appointment and got a friendly surprise. There was a three hundred question,...

Retirement Planning, Helpful Advice, From Our President, Personal Loans

Game of Loans: Constructive vs Destructive

I am, like so many others, fully on the Game of Thrones bandwagon. The show is truly one of my...

Retirement Planning, Helpful Advice, From Our President

What I Learned From People in Bad Financial Shape

Being a financial coach, I have the ability to see people in both great and bad financial positions. To be...

Financial Facts, Retirement Planning, From Our President

Six Minor Adjustments for Major Financial Impact

When it comes to personal finances, there really isn’t a silver bullet for success. Much like exercising, or even dieting,...

Retirement Planning, From Our President, Personal Growth

Finding your Passion: A Critical Financial Planning Component

The other day I had a conversation with Jay, the Operations Lead here at Diversified. I enjoyed the conversation as...

Retirement Planning, Post Retirement Tips, Helpful Advice, Insurance, From Our President

Retirement Life Insurance: The Need or The Want

Life insurance is part of any solid financial plan. First-hand, I’ve experienced how it can save a family in the...

Retirement Planning, From Our President, Personal Growth

My 3 Financial Guilty Pleasures

In my business you get a real unique perspective on how people view things. Especially when it comes to money...

Retirement Planning, From Our President

Snow Day Thoughts: The Work from Home Dilemma

As I write this blog I’m sitting in my bedroom on our “butterfly chairs” looking out the window. All I...

tax season changes Retirement Planning, Taxes, From Our President

Tax Season’s Two Big Changes

Taxes. They are on everyone's mind these days. With 2018 behind us, it's time to prepare for tax season. Soon...

Retirement Planning, From Our President

6 Ways Your Parents Affect Your Relationship With Money

Financial psychology fascinates me. Every day I get to see it have real world implications during meetings with clients. ...

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.