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Coaches A Fruitful Retirement: Social Security Benefit Let's Chat From Boats to Brokers

Welcome to Diddel & Diddel, Your Personal Financial Coaching Team

Our commitment is to help you work towards achieving all your financial goals and to successfully ease you into a plan for the future. At Diddel & Diddel we have a commitment to excellence in everything we do. We consider it an honor and a privilege to provide our clients with insight to help clients make prudent investment decisions that contribute toward reaching their financial goals.

Family owned and family operated, Diddel & Diddel has satisfied customers since 1986. Diddel & Diddel provides clients with a masterful combination of corporate capability and a small business quality.

Our 5-star service is more than just a brand, it is a lifestyle adopted by all our experienced associates. Our mission is to eliminate your worry of financial instability by showing you the confidence we have in our award-winning staff. We provide impeccable client service to help reduce taxes and manage assets by utilizing numerous investment products and strategies, so we can help our clients for a lifetime.

Helpful Content

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Building Your Legacy

A four-step framework for building a personal legacy.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, covering how bond laddering works.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

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