dil•i•gent – characterized by steady, earnest, and energetic application and effort
(Webster’s New Collegiate Dictionary)
The purpose of Diligent Wealth Management is found in the name…using thorough and persistent effort to guide you in the stewardship of your financial resources. This starts by listening to you, learning about your situation, your likes, your dislikes, your values, and your goals. This forms the foundation of your financial plan.
By providing you with the knowledge, alternatives, and recommendations developed specifically for you, you can choose the path toward your financial goals.
When we travel, we cannot control the weather or predict where each traffic jam will occur. Yet we do not throw everything to chance. We pack, prepare, and select the route that seems best suited to reach our destination while remaining flexible to adjust our course as needed. In the same way, your financial journeys deserve and require attention and forethought.
The plans of the diligent lead surely to advantage, but everyone who is hasty comes surely to poverty. – Proverbs 21:5
New clients are accepted by referral from existing clients.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Lifestyle considerations in creating your retirement portfolio.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The federal government requires deceased individuals to file a final income tax return.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate conservation is too important to put off. Do you have a smart exit strategy?
How does your ideal retirement differ from reality, and what can we do to better align the two?