Diversified Difference
...Our network of professionals means that you never need to wonder where you can find an attorney, an estate planner,...
Is your retirement on track? Your Score
...factors such as the lifestyle you want to maintain, healthcare expenses, and any other financial obligations you may have. Set...
Never Apologize for Your Success
...them with me, as I like nothing more than hearing about them. Heck, why else do you think I got...
The Importance of Updating Your Retirement Plan
...an Emergency Fund Planning for Healthcare Costs Estimating Healthcare Expenses Social Security Benefits Understanding Social Security Retirement Income Strategies Creating...
How to Know When to Retire
...Health Status Medical Conditions: Evaluate any existing health issues and their potential impact on your retirement plans. Chronic conditions may...
Saving for Retirement in Your 20s
...health plan, you may also consider a Health Savings Account (HSA). HSAs allow you to save for medical expenses tax-free...
How to Support Aging Parents?
...Utilizing Health Apps Technology can play a significant role in managing health and well-being for aging parents. Health Monitoring Apps:...
How to Fund a Trust
...power of attorney, and healthcare directives, to help ensure they align with your current wishes and circumstances. Conclusion Funding a...
What Medicare Doesn’t Cover
...exams are not covered under Original Medicare. Beneficiaries should consult their healthcare providers to understand which preventive screenings are available...
The Pros and Cons of Joint Bank Accounts
...This transparency fosters open communication about finances, which is crucial for maintaining a healthy relationship. Budgeting Made Simple: Joint accounts...
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.