Diversified LLC

09/02/2026

Thinking about giving money to family? The tax rules may be more complicated than you think. Learn what’s taxable, what’s not, and how to gift strategically.

Gifting Money to Family: What’s Taxable and What’s Not

09/02/2026

Join Beth Petrie of Leadership Excellence Coaching on September 16 at 12 PM ET for an introduction to retirement coaching and learn how purpose, identity, relationships, structure, and wellbeing can shape your retirement transition.

Register below:

https://hubs.ly/Q04tvkNR0

09/01/2026

Insurance tip of the day - Review your financial goals.

09/01/2026

You may be able to afford a second home. But are you ready for a second life? Explore why buying a vacation property is about much more than the numbers.

2nd Home = 2nd Life

08/31/2026

Jackson Hole and the path for interest rates - learn more in our weekly market commentary.

Jackson Hole and the Path for Interest Rates

08/31/2026

❓Question: How often should I update my financial goals?
✅Answer: Review your goals at least once a year or after major life events like a new job, marriage, divorce, or retirement.

08/28/2026

Thinking about downsizing in retirement? Before you make a move, weigh the financial benefits, lifestyle changes, and potential tradeoffs. Read more.

The Pros and Cons of Downsizing in Retirement

08/28/2026

Did you know a financial plan should evolve as your life changes; marriage, children, career changes, retirement, or losing a loved one are all good reasons to revisit your strategy? Financial planning is an ongoing process, not a one-time event.

08/27/2026

Something a little different happened at our Wilmington office this week. The day ended with furry visitors, big smiles (especially from the kids), and great team energy.

08/27/2026

Tax fact of the day - Remember to report all taxable income.