If you’re late to the retirement savings game, don’t stress. There are smart ways to catch up, from maximizing contributions to cutting hidden costs. Discover eight steps to jump-start your nest egg, no matter where you are in your savings journey: https://bit.ly/4bJzpAV #retirementplanning
Diversified Wealth Strategies
金融服务
East Syracuse，NY 65 位关注者
Our primary focus is always on you. Together, we chart a course to pursue your financial success.
关于我们
Our firm was founded with a mission to provide the highest levels of practical, sound, and objective advice that is always in the best interest of the client. Together we have comprehensive expertise in every important area of personal and business wealth management. Our group has over 100 years of combined experience, and does business in 28 states. Our well-trained team of specialists can help meet all of your wealth management needs. Using a team approach that grows out of strategic affiliations with legal and tax professionals, each team member has an area of expertise. We strive to keep up with the constantly changing financial and insurance industries through extensive continuing education programs. So, you can feel comfortable that all of your financial needs can be met by our organization. Strictly intended for individuals in: AZ,CA,CO,CT,DE,FL,GA,IL,MA,MD,ME,NC,NH,NJ,NV,NY,OH,PA,SC,TX,VA. No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. Securities and Advisory Services offered through Commonwealth Financial Network?, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Diversified Wealth Strategies. Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
- 网站
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https://www.divwealth.com
Diversified Wealth Strategies的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- East Syracuse，NY
- 类型
- 合营企业
- 创立
- 2008
- 领域
- Financial Planning、Investment Planning、Retirement Planning、Estate and Eldercare Planning和College Planning
地点
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主要
获取路线
(315) 446-5000 - Main Office
5760 Commons Park Dr
US，NY，East Syracuse，13057
Diversified Wealth Strategies员工
动态
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Market corrections can feel alarming, but history shows they often present buying opportunities for patient investors. Learn why staying diversified, rebalancing strategically, and sticking to a long-term plan could be key strategies: https://bit.ly/3Y2ytSn #marketcorrection
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Retirement comes with surprises—some good, some costly. From unexpected taxes on Social Security to the high price of healthcare, planning can help you avoid financial shocks. Discover what you might not know about retirement so you can prepare wisely: https://bit.ly/3F0V9Me #retirementplanning
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Looking to keep more of your hard-earned money this tax season? From retirement accounts and HSAs to home office deductions and charitable giving strategies, check out these 22 legal ways to reduce what you owe Uncle Sam: https://bit.ly/41lG4fN #taxtips
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Is your retirement fund prepared for the shift from growth to protection? Many are surprised by the risk levels in their 401(k) as they near retirement, needing a strategy to safeguard their savings and ensure income. Learn how to adjust your investments: https://bit.ly/4bhtjaD #retirementplanning
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Retirement doesn’t mean escaping taxes—in fact, they can get even trickier. Drawing income from Social Security, pensions, and retirement accounts can push you into higher brackets. Learn how smart strategies can help you keep more of your money: https://bit.ly/43dB2Eq #retirementtaxes
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Your paycheck might get a little bigger this year, thanks to updated tax brackets and a higher standard deduction. Even if your salary stayed the same, you could fall into a lower tax bracket and owe less. Learn how these changes impact your take-home pay: https://bit.ly/3Qdve69 #taxupdate2025
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Would your family know where to find your financial information if something happened to you? Organizing key documents, passwords, and accounts in one place can save your loved ones stress. Learn how to create a contingency plan that brings peace of mind: https://bit.ly/40hz0QU #financialplanning
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Is your company's retirement plan truly competitive, or are you stuck in a comfort zone? Effective benchmarking goes beyond fees and participation—it’s about assessing outcomes, plan design, and engagement. Find out why deeper analysis makes a difference: https://bit.ly/42bwfTz #retirementplanning
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Want to make your retirement savings last longer? New research shows flexible withdrawal strategies could let retirees safely take out more than the traditional 4% rule. Learn which approach best fits your goals: https://bit.ly/3Wet7CR?#retirementplanning