Diversified Wealth Management Solutions
7948 N Maple Ave, #107
Fresno, CA 93720
Phone: (559) 412-8492

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Estimating Retirement Income Needs

March 24, 2016

Are you prepared for Retirement?  One of the crucial factors in determining your ability to retire comfortably, is understanding what your Retirement Income Needs will be.  It is important to consider what retirement looks like for you.  Do you plan to travel extensively, join a social/country club, provide financial support to children, etc.?  What does your families life expectancy and…

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Taxes on Social Security Benefits

March 18, 2016

One of the most common questions that I receive as clients prepare for retirement is whether or not social security benefits are taxable.  The quick answer to this question is that it depends.  Social security income is generally not taxed, however depending on the amount of income that you are receiving from other sources such…

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12 Common Tax Errors to Avoid

March 10, 2016

As the 2015 tax filing deadline nears, consider these 12 common tax errors you should avoid.  Reviewing these common mistakes can help you avoid costly fees, penalties, and/or potential jail time.  Download 12 Common Tax Errors to Avoid

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March 2016 Newsletter

March 2, 2016
Newsletter - Mar 2016

Lately, we have been hearing more and more about negative interest rates. What does this mean? How does it work? Will America go negative? In this month’s Newsletter we explain the concept of negative interest rates and the fundamental reasoning behind a decision to take interest rates below zero. We will wrap up some of…

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5-Point Portfolio Checkup

February 23, 2016

At your next portfolio checkup, here are 5 things that we recommend you get into the habit of reviewing. First and foremost you should address any changes to your needs and goals. As with any good plan, it is important to understand what, where, and when you are trying to get. If your goals have…

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Compensation Strategies C Corporations

February 17, 2016

Are you running a C Corporation and struggling with how much to pay yourself? We take a look at the balancing act between minimizing taxes and maximizing compensation, give you some things to consider when evaluating a level of reasonable compensation and provide some helpful hints on how to avoid costly penalties. Consult your Financial…

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Retirement Planning for Small Businesses

February 10, 2016
Better-Business-Retirement-Planning

Offering a retirement plan for your business can result in many potential benefits.  For most business owners recruiting the top talent is a challenge.  It can be increasingly difficult when you are competing against the compensation packages offered by some of the larger firms.  Providing retirement benefits for your employees can be that added bump…

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February 2016 Newsletter

February 2, 2016
Newsletter - Feb 2016

For many of us, preparing our tax return is never a fun task.  It can take countless hours and money out of your pocket.  However, this task can become even more daunting and frustrating if you fall victim to tax scammers.  In our February 2016 Newsletter we explore some of the more common tax scams…

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Retirement Plan Assessment

January 25, 2016

“A goal without a plan is just a wish” – Antoine de Saint-Exupéry. When it comes to retirement planning, simply wishing or hoping that you will reach your goals is not enough. It takes proper planning, dedication and discipline to meet your needs. As a Certified Financial Planner™, I take pride in helping my clients…

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2016 Tax Reference Chart

January 18, 2016
US Treasury

An important component of a strong Financial Plan involves tax planning. For many of us, a New Year gives us an opportunity to revisit and evaluate our current financial plan. As you complete your financial checkup, utilize our 2016 tax reference chart for updated tax data. 2016 Tax Reference Chart

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