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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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Understanding Today's Financial Environment

Welcome, we are Diversified Financial Services, Inc., financial professionals in Washington Township, MI. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out or preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing you estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address you needs or today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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