Diddel & Diddel Logo
Family Financial Planning Lump Sum Distributions Recent Retirees Personalized Private Pensions

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

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Investment Strategies for Retirement

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

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

View all presentations arrow

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow