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Financial Planning

Financial Planning

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Financial Planning And You

Financial planning is more than just making a budget and attempting to stick to it. It’s a constant process that helps you work towards your goals so that you feel confident in your finances both now and in the future.  Learn more about financial planning by talking to a financial advisor today. 

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Unlocking the Potential Power of Domestic Asset Protection Trusts (DAPTs)

Unlocking the Potential Power of Domestic Asset Protection Trusts (DAPTs): Safeguarding Your Wealth in Uncertain Times

Unlocking the Potential Power of Domestic Asset Protection Trusts (DAPTs) In today’s complex financial landscape, individuals and families are increasingly seeking robust strategies to safeguard their hard-earned assets. One such powerful tool that has gained significant traction is the Domestic Asset Protection Trust (DAPT). This legal structure offers a differentiated opportunity to shield your wealth […]

How Much Does Medicare Cost?

How Much Does Medicare Cost?

How Much Does Medicare Cost? Medicare is a crucial healthcare program that provides coverage for millions of Americans aged 65 and older, as well as those with certain disabilities. As with any healthcare plan, understanding the associated costs is crucial for individuals to make informed decisions and manage their healthcare expenses effectively. In this extensive […]

Debt to Income Ratio Calculator Calculate your debt to income ratio and discuss your results with a financial advisor:

Debt to Income Ratio Calculator
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Excellent! While you should pay off your debt as soon as possible, this debt to income ratio should allow you to live the lifestyle you want without major constraints.
Healthy. You should avoid incurring more debts, and might have a problem getting approved for a mortgage or yet another loan. Still, you are in a relatively good situation.
Troubling. You probably won't get approved for any additional loans; you should start working on a plan that will help you reduce your debts.
Dangerous. Such a debt to income ratio indicates financial trouble. You should devote as much money and energy as possible to pay off your loans.
Extremely Dangerous. More than half of your income is used to pay off debts and mortgages. If you're not following a strict payment plan yet, don't hesitate to consult a financial advisor and get professional help.
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Diversified, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). 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. Diversified only transacts business in states in which it is properly registered or is excluded or exempted from registration.  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 does not provide tax or legal advice and individuals should seek the advice of their own tax or legal advisors for specific information regarding their situations. Investments in securities involve risk, including the possible loss of principal. The information on this website 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.

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