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Diversified Financial Concepts is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs strive to grow, and conserve your wealth by delivering an unprecedented level of personalized service.
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When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
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There are common mistakes you can avoid when saving for retirement.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
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Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Knowing the rules may help you decide when to start benefits.
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Retirees traveling abroad need to know that their health insurance travels with them.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Around the country, attitudes about retirement are shifting.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.