Insights
Insights for life’s most important decisions
When financial discussions feel complicated rather than clarifying, it’s rarely about the numbers alone.
Behind spreadsheets and statements are different life experiences, unspoken concerns, and hopes for what money can help you achieve. Our articles offer straightforward guidance for finding common ground on the topics that matter most to couples seeking financial harmony.
From building resilient, all-weather retirement plans to creating alignment around family financial decisions, you’ll find practical insights that help you navigate complex choices with confidence. These resources complement our Financial MRI process by providing ongoing education that supports your journey toward shared financial understanding. These conversations become more meaningful when shared values guide the way. That’s where genuine confidence takes root.
Recent Posts
What Happens to Our Financial Plan If Something Happens to Me?
How we help you and your loved ones feel prepared, long before you ever need to By Brad Sorenson, CFP®, MSPFP, Diversified Portfolios, Inc. · What does financial planning for the unexpected mean, and what does...
Interest Rates and Inflation: Why We’re Talking About Bonds Again
What changing rates and inflation could mean for the bonds in your portfolio, and the life they're meant to support By Dan Goldberg, CFA, CFP®, CAIA, Diversified Portfolios, Inc. · Why are interest rates and...
Tom Post’s Field Guide to a Happy Retirement
Discover what makes a fulfilling retirement lifestyle. A financial advisor shares 30+ years of observations on what truly matters when work stops.
The “AI” Economy and Your Portfolio
What history, a $5 trillion valuation, and a lesson from fiber optics tell us about staying steady in the age of AI.
What Would Your 81-Year-Old Self Tell You Today?
How do you know when it’s time to retire? Read real stories from couples who navigated the decision, and the one question that changes everything.
Assisted Living Options: What I Wish Every Family Knew Before They Needed To
A complete guide to the financial realities, emotional decisions, and conversations families don’t know to have until it’s time
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