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Diversified Estate Services, LLC

 

 

 Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Thank you,

 
                                                      
Radon Stancil, CFP®    Rick Parkes, LUTC®                                                   
                                                     
 
 
 See our write up            Turn your IRA into a LEGACY that last generations!
 
                            

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →

Newsletters

Investing Can Be Funds

The popularity of mutual funds is not surprising, considering the benefits they can offer to investors. Some of these benefits could help make mutual funds an important part of your portfolio.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

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