Understanding Today’s Financial Environment
Welcome, we’re Diversified Investment Services, a financial organization in Anaheim, CA. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
A change in your mindset during retirement may drive changes to your portfolio.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are five facts about Social Security that are important to keep in mind.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
Why are 401(k) plans, annuities, and IRAs so popular?
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?