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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!
 
                            

 

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 →

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Beat the Big Three What Ifs

Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.

More Newsletters →