Retirement Planning

July 2018 Newsletter

Happy Independence Day!  Thank you to all who served, providing us the freedom we enjoy today.  Download our July Newsletter Diversified Wealth Management Solutions July 2018 Newsletter

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March 2017 Newsletter

In our March 2017 Newsletter we discuss some key retirement saving statistics, events affecting the markets, and helpful information to better understand an IPO.  Download our Newsletter Diversified Wealth Management Solutions March2017_Newsletter How Americans are saving for retirement Recent estimates indicate that the Social Security Trust Fund will run out of its surplus in 2034.…

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Retirement Plan Fee Comparison Report

Are you overpaying for your Company Retirement Plan? When was the last time, your advisor did a cost comparison to try and save you money? Diversified Wealth Management Solutions has recently launched a new Retirement Plan Cost Comparison Tool that will provide you with a clear picture as to whether or not you are leaving…

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Estimating Retirement Income Needs

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

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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5-Point Portfolio Checkup

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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Retirement Planning for Small Businesses

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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Retirement Plan Assessment

“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

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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