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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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We are a comprehensive Financial Service Firm committed to helping you improve your long term success.

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We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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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

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How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

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How Much Home Can I Afford?

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

 

AI Tools Changing Retiree Entrepreneurship

The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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An article about meditation, mindfulness, and financial well-being.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

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College Savings

See how much you may need to save now to cover future college costs for your child.

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

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

Federal Capital Gains Tax Estimator

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

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

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

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Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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