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January 2019 Newsletter
Happy New Year! Please check out our January 2019 Newsletter for some helpful hints as we start the new year.
Read MoreJuly 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
Read MoreHappy Memorial Day Weekend
Diversified Wealth Management Solutions would like to wish everyone a Happy Memorial Day Weekend and say Thank you to all of those who have sacrificed and continue to sacrifice for all of us!
Read MoreRetirement 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…
Read More5 Major Mistakes People Make before Retirement
The Road to Success is paved by learning from others mistakes. Take a look at 5 Major Mistakes People Make Before Retirement.
Read MoreTax Loss Harvesting
Are you looking for ways to lower your end of the year tax bill? Consider utilizing tax loss harvesting. By effectively implementing this strategy you can use losses sustained by some of the investments in your portfolio, to offset some or all of the capital gains by other investments. In addition to lowering your capital gains…
Read MoreEstimating 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…
Read MoreTaxes 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…
Read More12 Common Tax Errors to Avoid
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
Read MoreCompensation Strategies C Corporations
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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