Tennessee is experiencing record breaking tourism numbers, but it isn’t the only industry seeing an influx of people and money from out-of-state and around the world. As hot as tourism is, Tennessee is also becoming an equally sought after destination for retirement. With...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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The proliferation of the internet and personal computing over the last 25 years led to the emergence of a third, more abstract class – the digital asset. Moving into the future as pioneers of the digital age, we must become more mindful about...
Developing an education funding plan early in a child’s life is critical as tuition inflation has typically fallen in the range of 5% – 8% per year. This high rate of tuition inflation may make paying for education more difficult if an effective...
Social Security benefits of an ex-spouse can be a very important source of income during retirement, especially for the dependent spouse that put their career on hold to focus on raising a family. The Bipartisan Budget Act of 2015 brought about some changes to the...
Estate plans, tax strategies, investment statements, and retirement plans may all look good individually, but quite often it is a challenge to understand how they fit together. We have found that many people with significant wealth really don’t understand the important relationship between...
Stop the madness! Making sense of credit card rewards programs Can you recall how many solicitations you have received from credit card companies lately? Is the number higher than seems possible? Does the last offer sound better than the one before? If you have answered yes,...