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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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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