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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Understanding how capital gains are taxed may help you refine your investment strategies.
A quick look at how federal income taxes work.
Five phases to changing unhealthy behaviors.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
There are three things to consider before dipping into retirement savings to pay for college.
Why are 401(k) plans, annuities, and IRAs so popular?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations? Here are three tips.