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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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

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

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Investments

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

Saving for Retirement

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Protecting Those Who Matter Most

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

Retirement Plan Distributions

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

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 Strategies

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

5 Smart Investing Principles

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

Managing Your Lifestyle

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

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Real Cost of a Vacation Home

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Richest Man in Babylon

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

Making Your Tax Bracket Work

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

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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