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
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?