Your retirement should be a time of celebration and reward for your many years of hard work.
It shouldn’t be plagued by concerns about how your financial plan will hold up. You’ve accumulated your assets, now it’s about time to protect and enjoy them to their fullest.
We’re here to help you live the retirement lifestyle you’ve always envisioned. That might mean a second home in the Florida Keys or golfing most days without worrying if it’s going to break the bank. Whatever your dreams are for your retirement, we’re pretty sure that stressing over finances isn’t part of the picture. We believe your income should last as long as you do, and we’ll work with you to create a plan that ensures your financial well-being for a lifetime.
Contact us today to schedule a personal consultation with one of our Lifelong Advisors.
We get a lot of questions from our clients who have recently retired or who are about to. They realize retirement today is a lot different than it once was. Not long ago, people barely lived long enough to collect social security. Now, they’re enjoying decades in retirement. Longer life spans require additional financial attention. The question we hear most often from our clients in or nearing retirement is: “How do I make sure I don’t run out of money?” That’s a valid concern. Perhaps you’re wondering about that, too. You may wonder when you should start collecting social security, how to plan for your post-retirement taxes, or if it’s time to consider downsizing your home. At this juncture in your life, financial considerations abound and we’ll be there to help you sort through them. Together, we’ll develop a plan for your retirement that alleviates your concerns and brings your dreams to fruition.
We also empower our clients to be part of the process by providing you with information to help you get the most out of your retirement, and be prepared for the next chapter of life. That’s why we have an extensive blog section and have developed a series of free ebooks to help guide you. Start today!
is the pursuit of financial security to enjoy a meaningful life.
For us, the keyword here is “lifelong”. Lifelong Wealth gives families the opportunity to live well, while planning to achieve a level of happiness. For your life, living well happens through an intentional, lifelong approach which includes:
Having a trusted advisory team to implement your plan.
Knowing you have a lifelong financial planning process in place; lifelong advice.
Constant review and help on your path to lifelong wealth.
Life is a lot more fulfilling when you’re part of the Diversified family.
Your concerns grow smaller and your bright future looms larger. Our team of certified financial planners will listen to your goals, then help you organize. We’ll set a clear path to reach them and then guide every step along the way. That’s the kind of lifelong security we offer. We would be honored to join you on your financial journey.
Stay up to date with these financial tips from our extensive blog library.
Do retirees really downsize their homes during retirement? Or, do they “right-size” or even up-size their housing? Overall, learn about the trends in this video blog from Andrew Rosen.
Inspiration for my blogs comes from many sources. Sometimes I get inspired to write on a topic from a client meeting. Other times, my inspiration comes from something I read or from a conversation in the workplace. Further still, sometimes inspiration comes from a text message discussion with a bunch of buddies who love to debate. (So, thank you O-man, Fertig, H, & Dbav. I hate to give them any credit, because it will go to their already inflated egos. But hey, what can you do?)
Hopefully, you’ve read part one and heard the argument of why you shouldn’t be overpaying your mortgage. Now, it’s time to turn the tables and argue the other side of this, including reasons to overpay your mortgage. (As an aside, I always thought I’d be a great...
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Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.