Understanding How to Handle Real Property in a Decedent's Estate Article, Financial Planning, Taxes

Understanding How to Handle Real Property in a Decedent’s Estate

...Estate When it comes to administering a decedent’s estate, the personal representative has a crucial role in managing and distributing...

Life Insurance Beneficiary Designations Article, Insurance

Life Insurance Beneficiary Designations

...in Beneficiary Designations Seek Professional Guidance Be Specific and Provide Detailed Information Review and Update Regularly Keep Documentation Organized Conclusion...

Free Money! From Our President, Hot Topics

Free Money!

...a teaser I better deliver.  Now, in life, we often hear the term “free money”.  For instance, betting on my...

the Difference Between Stocks and Bonds Article, Financial Planning, How to Invest

What’s the Difference Between Stocks and Bonds?

...Common stockholders have voting rights and may receive dividends if the company declares them. Preferred Stocks: Preferred stocks have a...

Understanding Tax-Loss Harvesting: A Strategy to Reduce Capital Gains Taxes Article, Taxes

Understanding Tax-Loss Harvesting: A Strategy to Reduce Capital Gains Taxes

...rate applied to your gains. Long-term capital gains tax rates are lower than short-term capital gains tax rates. It is...

What is the Difference Between 401(k) and 403(b) Retirement Plans? Article, Financial Planning, Retirement Planning

What is the Difference Between 401(k) and 403(b) Retirement Plans?

...and Taxes 403(b) Plans What is a 403(b) Plan? Eligibility and Contribution Limits Investment Options Employer Contributions Withdrawals and Taxes...

Is Daily Interest Better Than Monthly? Article, Banking

Is Daily Interest Better Than Monthly?

Table of Contents Is Daily Interest Better Than Monthly? Understanding Compound Interest How Savings Account Interest Works Examples of Daily...

When is the Best Time to Trade in Your Car Article

When is the Best Time to Trade in Your Car

...End of Lease If you are leasing a car, the end of your lease term can be an opportune time...

Stock Market: All-Time Highs (Can It Last?) From Our President, How to Invest

Stock Market: All-Time Highs (Can It Last?)

...extreme poverty. These large companies are run by the top business minds on the planet. These large companies generally care...

Back to School Financial Planning: Ensuring Security with Life Insurance Article, Financial Planning, Insurance

Back to School Financial Planning: Ensuring Security with Life Insurance

...insurance plan in place. The Affordability of Term Life Insurance When it comes to protecting your loved ones and safeguarding...

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.