by Kristie Mileski | Feb 17, 2026 | Articles
From missing out on mega backdoor Roth opportunities to overconcentration risk and more By Dan Goldberg, CFA, CFP®, CAIA, and Connor Hughes, CFP®, Diversified Portfolios Inc. Key Takeaways: Key Takeaways · What is a mega backdoor Roth? It’s an advanced... 
by Kristie Mileski | Jan 14, 2026 | Articles
The difference often comes down to systems, transparency, and having the right support By Bradley Sorenson, CFP®, MSPFP, Diversified Portfolios Inc. Key Takeaways • What separates financial resolutions that stick from those that don’t? Discipline matters, but the kind... 
by Kristie Mileski | Dec 9, 2025 | Articles
From the SALT cap deduction increase to extended TCJA brackets, here’s what really matters for 2026 By Connor Hughes, CFP®, Diversified Portfolios Key Takeaways • What’s the most impactful 2026 tax change for high earners? The increased SALT cap deductions,... 
by Kristie Mileski | Nov 18, 2025 | Articles
Learn why the conversations that feel hardest now often matter most for the people you love By Catharine Betzig, Diversified Portfolios Inc. Key Takeaways • Why does legacy planning communication matter? When adult children are surprised by their parents’... 
by Kristie Mileski | Oct 15, 2025 | Articles
Why estate planning in a tech-driven world still requires a human touch By Noel D. Villajuan, JD, CFP®, and Catharine Betzig, Diversified Portfolios, Inc. Key Takeaways • Why is estate planning important? Every family has assets, values, and relationships worth... 
by Kristie Mileski | Sep 30, 2025 | Articles
By Katie Wagner, CFP®, President & Wealth Advisor, Partner You’re both contributing to your 401(k)s, getting your employer matches, maybe even maxing out one or both accounts. But when you step back and look at your household’s complete picture, you... 