Helpful Advice
Articles from our nationally recognized, weekly blog.

How to Switch Banks: A 9 Step Plan to Firing Your Bank
How to Switch Banks: A 9 Step Plan to Firing Your Bank. When you don’t like your current bank, learn how to make the switch. It’s not as difficult as you think!

End of Year Financial Planning Tips (My Sweet 16)
End of Year Financial Planning Tips – use these tips to wrap up the end of this year and plan for next year!

When a Dream Becomes a Goal (And a Goal Becomes a Reality)
When a Dream Becomes a Goal – How can you turn your dreams into goals, and your goals into reality?

Reverse Budget (For You Rebels)
If you’re not into traditional budgeting, why don’t you try a reverse budget? With a reverse budget, you’ll be sure that you’re saving enough while spending on what you enjoy.

When To Take Social Security? Top 10 Questions to Ponder
When to take Social Security? It’s a complicated question with a complicated answer, but we have some tips to help you figure it out.

Financial App Spotlight: Tips for Using LastPass
With the uptick in cyber crime, we’re sharing a financial app spotlight that can help you stay secure: LastPass. Learn tips for using LastPass in this blog from Diversified.

Did You Miss It? July’s Market High
Did you miss it? With the downturn in the first half of the year, you may have missed July’s market high. Here’s some advice that can get you through volatile markets.

Worth & Not Worth The Moolah: What’s Worth the Money?
What’s worth the money and what isn’t worth the money? Here’s our opinion – let us know what you think is worth it!

17 Tips to Keep Your Finances Secure on The Internet
With cyber crime on the rise, we’ve compiled 17 tips to keep your finances secure on the internet.

The 4 Credit Cards in My Wallet
Learn which 4 credit cards are in my wallet as a financial advisor. I choose credit cards that offer rewards, cash back, or travel perks.

How to Switch Banks: A 9 Step Plan to Firing Your Bank
How to Switch Banks: A 9 Step Plan to Firing Your Bank. When you don’t like your current bank, learn how to make the switch. It’s not as difficult as you think!

End of Year Financial Planning Tips (My Sweet 16)
End of Year Financial Planning Tips – use these tips to wrap up the end of this year and plan for next year!

When a Dream Becomes a Goal (And a Goal Becomes a Reality)
When a Dream Becomes a Goal – How can you turn your dreams into goals, and your goals into reality?

Reverse Budget (For You Rebels)
If you’re not into traditional budgeting, why don’t you try a reverse budget? With a reverse budget, you’ll be sure that you’re saving enough while spending on what you enjoy.

When To Take Social Security? Top 10 Questions to Ponder
When to take Social Security? It’s a complicated question with a complicated answer, but we have some tips to help you figure it out.

Financial App Spotlight: Tips for Using LastPass
With the uptick in cyber crime, we’re sharing a financial app spotlight that can help you stay secure: LastPass. Learn tips for using LastPass in this blog from Diversified.

Did You Miss It? July’s Market High
Did you miss it? With the downturn in the first half of the year, you may have missed July’s market high. Here’s some advice that can get you through volatile markets.

Worth & Not Worth The Moolah: What’s Worth the Money?
What’s worth the money and what isn’t worth the money? Here’s our opinion – let us know what you think is worth it!

17 Tips to Keep Your Finances Secure on The Internet
With cyber crime on the rise, we’ve compiled 17 tips to keep your finances secure on the internet.

The 4 Credit Cards in My Wallet
Learn which 4 credit cards are in my wallet as a financial advisor. I choose credit cards that offer rewards, cash back, or travel perks.