
Thank you for your interest in Diversified Financial Partners and Smart Tax PlanningSM. There are many opportunities and potential rewards that are available when you take a proactive approach to your personal finances. By working with our team of qualified professionals, we believe that you'll be in the best position to take advantage of those opportunities and rewards.
We've provided a wealth of information on this website in the form of newsletter articles, calculators, and research reports. We invite you to educate yourself about the basic concepts of financial management, and to learn more about the members of Diversified Financial Partners. We aim to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.
This website also gives you fast, easy access to market performance data. Please take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Please don't hesitate to contact us with any questions or to set an appointment to speak to a financial professional. We look forward to working with you, and to helping you achieve your financial goals.
Newsletters
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Take Advantage of Deductions for Business Investments
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.