by Kristie Mileski | Mar 17, 2026 | Articles
You saved for decades, and the numbers say you’re ready. So why does spending still feel like you’re doing something wrong? By Katie Wagner, CFP®, Diversified Portfolios Inc. Key Takeaways: • Why does retirement spending feel so uncomfortable? Because...
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...
