Diversified Financial
We hope that you find the site valuable enough to bookmark as one of your favorites. We invite you to take advantage of the many features that we provide throughout this site. It is our desire that this site will further your awareness of how our business works and the services we provide.
From our site you can gather current quotes and news on individual stocks and funds, maintain and update your own personal portfolio, link to various entities that hold your assets, and send us any messages and or questions. You can also stay up-to-date on relevant financial topics through the articles, videos, newsletters and presentations located throughout our site. Thank you for visiting!
Helpful Content
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”