
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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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.