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
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Creating your stream of guaranteed retirement income
Your life doesn't stop when your career does. The one thing you don't want to stop, is your paycheck.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
5 Ways to Control Your Vacation Budget
You work hard. You deserve a vacation, whether you go with family or friends or go solo. But what happens when your budget starts spiraling out of control? Here are five strategies to keep your dream vacation from turning into a nightmare.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?