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.
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Navigating Uncertain Times
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.
Helpful Content
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Saving for College 101
Here’s a crash course on saving for college.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.