Diversified Wealth Strategies

02/18/2026

Your Financial Future Shouldn’t Hinge on Headlines. When the market dips, fear can push people to make short-term decisions that hurt their long-term success. Staying invested and following a well-crafted plan can help you avoid impulsive decisions. Reacting to the market is not a strategy—planning is. That’s why we help you build a plan designed to weather every market cycle.

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02/05/2026

Markets Move. Your Plan Shouldn’t Panic. Markets rise and fall—that’s nothing new. But your financial plan isn’t built for headlines. It’s built for your goals, your timeline, and your future.

At times like these, staying the course isn’t just smart, it’s essential.
✔️ Stay informed.
✔️ Stay focused.
✔️ Stick to the plan.

01/20/2026

Retirement planning looks different today than it did even a decade ago.
· Healthcare costs are rising
· People are living longer
· Social Security covers less than many expect
Read about shifts in the retirement landscape and how to prepare. https://bit.ly/3LUYErh

From Social Security changes to rising healthcare and housing costs, these five retirement shifts could impact your savings, income and planning in 2026.

10/08/2025

October is Cybersecurity Awareness Month, a time to spotlight the ways scammers steal personal and financial information—but you don’t have to be spooked. From skimmers to sneaky emails, credit card theft is evolving, but so can your defenses.

Learn how to spot scams, protect your wallet, and stay secure at home and online: https://bit.ly/jlkekikijkSO

Don't let a scammer get a hold of your credit card number. Here's how to keep your account secure.

09/23/2025

Ever wondered if your will is enough to secure your legacy? Naming a beneficiary is a crucial, often overlooked, part of estate planning that can save your loved ones time and money. Here’s why:

A beneficiary designation can override a will, ensuring your assets go to the right person.
It helps assets avoid the lengthy, costly probate process.
Updating beneficiaries after life changes, like marriage or divorce, is critical to your wishes being met.
Learn more and protect your legacy: https://bit.ly/njhefmkkM

Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it and six pitfalls to avoid.

08/18/2025

Want to raise kids who can handle wealth? One CEO shares how he’s building generational prosperity—starting with Roth IRAs, stock investments, and values-based money lessons from an early age.
Find out how to teach financial skills that last a lifetime: https://bit.ly/3UUYroO

Daniel Ramsey, the CEO of MyOutDesk, has three children, ages 4, 9, and 12. He started a brokerage account for each of them when they were born.

07/30/2025

529 plans just got way more flexible. Thanks to new rules, up to $35K in unused funds can now be rolled into a Roth IRA, plus you can use 529s for K–12 tuition, apprenticeships, and student loans. Learn how to get the most out of your education savings: https://bit.ly/45digwE

See how recent changes to 529 plans can help the beneficiary pay for college and save for retirement.

07/15/2025

Can you really earn money AND collect Social Security in 2025? 🤔 Yes, but there’s a catch. Find out if working while collecting benefits makes sense for YOU. https://bit.ly/454ZcAH

It's important to consider your financial situation, family situation, health and more to decide the best move for you.

06/26/2025

Got an inheritance coming your way? Boomers are passing down $84 trillion by 2045, but tax rules could shrink your windfall. From step-up basis perks to tricky IRA timelines, smart planning now can help you keep more. Learn what to do next: https://bit.ly/3GdYjgw

Got a windfall? Here's how to manage an inheritance responsibly.

06/11/2025

Estate planning isn’t just for the wealthy; it’s for anyone who wants to protect loved ones from chaos and confusion. One widowed father's oversight sent his kids through months of probate. Here's how to avoid costly mistakes: https://bit.ly/43VKNpS

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.

05/23/2025

Surprising fact: Your ZIP code may be driving up your car insurance. From crime rates to road conditions, where you park matters more than you think. Learn what factors impact your premium, and how to lower it no matter your location: https://bit.ly/4mFd8JA

When moving from one place to the next, you may notice a change in your auto insurance bill. We explain how ZIP code affects car insurance.