Diversified LLC

10/16/2026

Whether you’re just starting to save or getting ready to retire, there are important financial steps to take at every age. Read our retirement planning checklist by decade.

Retirement Planning Checklist by Decade

10/16/2026

Did you know tax brackets are marginal? If you land in the 24% bracket, that doesn't mean 24% of your entire income goes to taxes. Only the portion above the 24% threshold is taxed at that rate; the rest is taxed at the lower rates below.

10/15/2026

Tax fact of the day - If you filed an extension, today is the deadline.

10/15/2026

Medicare has its limits, and those gaps can get expensive. Learn what to consider when planning for healthcare in retirement in our latest Forbes article.

During retirement planning, many people underestimate how much they will pay for Medicare.

10/14/2026

Last week, we gathered at the Garden House at Look Park for our Meet the Authors Literary Cocktail Reception, celebrating five clients who brought their ideas and experiences to life as published authors. Short panel, live book signings, themed cocktails, and a room full of good conversation.

Thank you to Carole DeSanti, D M Gordon, Patricia Lee Lewis, James McDonald, and Carolyn Sanzone for sharing your stories with us. Working with remarkable people is the best part of what we do.

10/14/2026

The years before Medicare can have a major impact on your future taxes and healthcare costs. Learn how pre-Medicare tax planning strategies can help you make the most of this important retirement transition.

The Pre-Medicare Retirement Tax Planning Guide

10/14/2026

Join us on Thursday, November 12th, at 6 pm for our annual in person Market Insight Event. We’ll provide insight into current economic conditions, a recap of 2026, and a forward look into 2027.

https://hubs.ly/Q04zl5CT0

10/13/2026

Insurance tip of the day - Business owners, consider key person insurance.

10/13/2026

“If I don’t fly private, my kids will.” It sounds like a joke, but there’s a serious lesson about retirement, spending, and the inheritance you leave behind. Read the full blog.

If You Don’t Fly Private, Your Kids Will!

10/12/2026

Debt levels rise as the midterms come into focus - learn more in our weekly market commentary.

Debt Levels Rise as the Midterms Come Into Focus