The Importance of Your Credit Score Article, Credit Cards

The Importance of Your Credit Score

...credit score. A higher score can help you secure loans at lower interest rates. 3. Influences Insurance Premiums Some insurance...

Bitcoin, My Latest Thoughts From Our President, Hot Topics

Bitcoin, My Latest Thoughts

https://youtu.be/7kW5052ivUw Table of Contents Bitcoin, My Latest Thoughts Crypto 180? No Get Rich Quick Schemes Bitcoin, My Latest Thoughts Years...

How to Open a Trust Account Article, Financial Planning

How to Open a Trust Account

...as a bank or trust company, offers professional expertise and experience in managing trust accounts. Corporate trustees have the resources...

Navigating the Bookkeeping Maze: Simplify Your Financial Management Article, Bookkeeping, Taxes

Navigating the Bookkeeping Maze: Simplify Your Financial Management

...professionals and a commitment to continuous improvement, you can unlock the potential benefits of accurate financial records, improved compliance, and...

Almost Election Time! Ugh From Our President, How to Invest

Almost Election Time! Ugh

https://youtu.be/zzVY4kNPFj8 Table of Contents Almost Election Time! Ugh Chart 1: Chart 2: Chart 3: Chart 4: Chart 5: AKA Bonus...

How to Effectively Manage Your Retirement Portfolio Article, Retirement Planning

How to Effectively Manage Your Retirement Portfolio

...Selecting the right investments is a critical aspect of managing your retirement portfolio. Here are some common investment options to...

What is Estate Administration? Article, Financial Planning

What is Estate Administration?

...assets include assets with joint ownership, assets held in trust, retirement accounts with named beneficiaries, and life insurance policies with...

Essential Small Business Bookkeeping Tips for Financial Success Article, Bookkeeping, Taxes

Essential Small Business Bookkeeping Tips for Financial Success

...provide invaluable insights and support your overall business strategy. Embrace the opportunities that come with mastering small business bookkeeping, and...

How Much Can You Contribute to Your 401(k)? Article, Financial Planning, Retirement Planning

How Much Can You Contribute to Your 401(k)?

...over time. The contributions you make, combined with potential employer contributions and investment returns, can compound and potentially accumulate substantial...

Worth The Moolah! 2024 Edition From Our President, Helpful Advice

Worth The Moolah! 2024 Edition

...OK I’m starting off with a super easy, and completely free item to kick things off.  For those iPhone users,...

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.