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Diener Money Management

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Newtown, PA
Diener Money Management

Helping great people pursue their Best Life right now and beyond through embracing our Flourish Formula and all the fun along the way. Member FINRA/SIPC.

Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products or services. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accura

cy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/20/2026

Financial progress does not look the same for everyone.

For one person, the next milestone may be building an emergency reserve. For another, it may be paying down debt, maxing out retirement contributions, saving for a home, or creating more flexibility for the future.

That is why I do not believe financial planning should revolve around chasing someone else’s number.

The better question is:
What matters most to you right now?

Your answer may change depending on your stage of life.

Early in your career, the priority may be building strong habits and liquidity. During the family years, it may be balancing protection, college planning, and long-term saving. In peak earning years, it may be optimizing growth, taxes, and major goals. As retirement gets closer, the focus often shifts to turning assets into income and freedom.

That is where thoughtful planning comes in.

At Diener Money Management, we help clients:

• Clarify the next priority
• Organize the moving parts
• Align strategy with the goal
• Track progress in a meaningful way

The right milestone is personal.
A strong plan helps make it actionable.

What feels like the right next financial milestone for you?

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08/17/2026

On National Nonprofit Day, we want to recognize a cause that is deeply personal to the Diener family.

The Lisa Diener Domestic Violence Foundation was created to honor Seth Diener’s sister, Lisa, and to continue her compassion and commitment to helping women and families affected by domestic violence.

Since its founding, the foundation has supported organizations serving survivors and their families through financial contributions, urgent-needs drives, care packages, children’s resources, shelter support, and other meaningful initiatives. That includes annual urgent-needs drives for local women’s shelters in Bucks and Montgomery counties, collecting essentials such as blankets, pillows, toiletries, toothpaste, and other everyday items for individuals leaving domestic violence situations.

For Seth and the Diener family, this work represents something much bigger than giving back. It is a way to carry Lisa’s mission forward by helping people find support, regain stability, and move toward a safer future.

Her impact continues through every organization supported, every family helped, and every person given the opportunity to begin again.

Today, we are proud to recognize the Lisa Diener Domestic Violence Foundation and everyone who continues to carry that mission forward.

Visit the Foundation: https://lisadienerdomesticviolencefoundation.com/

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08/13/2026

Have you ever returned from a great vacation and half-joked, “Maybe I should just live there”?

I hear versions of that every summer. For some people, the idea may be more realistic than it first appears.

Recent retirement-living guides estimate that a couple may be able to live in selected communities in Vietnam, Thailand, Mexico, Costa Rica, Portugal, or Spain for roughly $1,800 to $3,200 per month, depending on the destination and lifestyle.

The monthly number is only the beginning of the conversation. Healthcare access, U.S. tax obligations, residency rules, housing, language, climate, and distance from family all deserve careful consideration.

One of the smartest approaches I have seen is to test the lifestyle before making a permanent move. Spend several weeks there. Live beyond the resort. Shop for groceries, navigate healthcare, and see how an ordinary Tuesday feels.

Retirement planning becomes more meaningful when the numbers are connected to a real place and a real way of living.

Where would you consider spending part—or all—of retirement?

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08/11/2026

Have you ever left a job and realized years later that you may still have a retirement account there?

I ask new clients about this regularly, and the answer is “possibly” more often than people expect. Careers change, life moves quickly, and old paperwork slips out of sight.

A September 2025 report from Capitalize, developed with Boston College’s Center for Retirement Research, estimated that 31.9 million forgotten 401(k) accounts held about $2.1 trillion in assets. The estimated average balance was $66,691.

A simple search can bring those accounts back into view:

1. Contact former employers and ask for the retirement plan administrator.
2. Check the National Registry of Unclaimed Retirement Benefits.
3. Search the Department of Labor’s Retirement Savings Lost and Found.
4. Review how any account you locate fits with the rest of your plan.

Finding an old account can create a clearer picture of what you have already built—and what those savings may help make possible.

Have you ever found a retirement account you had lost track of?

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08/04/2026

When people hear “financial freedom,” they often picture a number.

We picture choices.

The ability to take the trip you have been talking about for years. To help your children or create memories with your grandkids. To enjoy more of what you have worked so hard to build.

That is why we often include a fun budget in the plan.

For many people, having a defined amount set aside for travel, experiences, or something they have always wanted makes it easier to actually enjoy the money with confidence.

A strong financial plan gives those choices a framework. It helps you understand what you can enjoy today while continuing to prepare for tomorrow.

What would greater financial freedom allow you to do?

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07/31/2026

One of the questions I get asked most often is,
"Am I doing enough for retirement?"

The answer is different for everyone, but there are a few retirement realities that almost everyone should understand.

Here are five retirement realities that come up in conversations with clients every day—and why they matter.

The more informed you are today, the more confident you'll be in the decisions you make tomorrow.

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07/28/2026

One of the questions I enjoy asking clients is,

"What does a great retirement look like to you?" The answer is different for everyone.

But over the years, I've noticed that many of the happiest retirees share a few common habits.

• They retire with a sense of purpose.

• They make time for family and friendships.

• They stay active—physically, mentally, and socially.

• They continue learning, growing, and exploring new interests.

• They have a financial plan that gives them the confidence to enjoy the life they've worked so hard to build.

A fulfilling retirement starts long before your last day of work. It grows from the choices you make, the relationships you invest in, and the plan that helps make it all possible.

07/26/2026

Today we celebrate the parents, grandparents, and caregivers who continue to shape future generations through their love, sacrifice, and guidance.

For many parents, financial planning isn't really about money.

It's about opportunities.

It's about creating a future for the people you love most.

Happy Parents Day from Diener Money Management.

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07/22/2026

One of my favorite moments is when a client realizes they may be able to do more than they ever thought possible.

Years of hard work and disciplined saving create opportunities that aren't always obvious until you have a plan.

That's what the Flourish Formula® is all about.

Helping you see what's possible.

Maybe it's taking the family vacation.

Helping your children when they need it most.

Creating memories you'll share together.

Or simply feeling confident enough to enjoy the life you've worked so hard to build.

Sometimes the greatest value of a financial plan is discovering you can spend more today than you ever imagined, while still protecting your future and leaving a meaningful legacy.

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07/15/2026

Every financial journey is different because every life is different.

The best financial plans begin with understanding what matters most to you—not just your finances, but your family, your goals, and the life you're working so hard to build.

That's the foundation of the Flourish Formula®.

For more than 20 years, we've refined a process that helps people make confident financial decisions through every stage of life. As life changes, your plan should change with it.

Our role is simple: to help you focus on what you can control, navigate what you can't, and keep moving toward the future you've worked hard to create.

At the end of the day, financial planning is more than managing money. It's about helping you see the future of your hard work.

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Address

120 S. State St
Newtown, PA
18940

Opening Hours

Monday	9am - 5am
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5am
Friday	9am - 5am

Website

https://www.dienermoney.com/

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