Diversified Financial
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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
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Surprises
Making the most of surprises is a great reason to work with us.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.