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...
by Kristie Mileski | Aug 19, 2025 | Articles
Strategic timing and tax coordination has the potential to add hundreds of thousands to your lifetime benefits By Michael E. Carmona, MBA, CFP®, ChFC®, Diversified Portfolios Inc. Most couples rush into Social Security without understanding the true cost. They think...
by AvalancheCreative | Aug 1, 2025 | Articles
We recently held a webinar focused on a variety of economic topics. Dan Goldberg, our Chief Investment Officer, hosted John Ecklund, head of Fixed Income Portfolio Strategy for J.P. Morgan Asset Management for a casual conversation regarding the latest in markets at...
by AvalancheCreative | Jul 22, 2025 | Articles
By Ron Yolles, JD, CFA Co-Founder & Chief Visionary Officer “It isn’t really about the money,” I often tell couples in my office. The tension you’re experiencing about financial decisions isn’t about dollars and cents. It’s...
