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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

Women and Retirement

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Get Paid for Going Green

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What Is a Roth 401(k)?

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

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.

All Muni Bonds Are Not Created Equal

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

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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.

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Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Facts About Income Tax

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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