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Blog

An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Diversified Asset Planners | Jul 15, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings
How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong
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Digital art of a lawyer standing next to a large document and gavel.
Diversified Asset Planners | Jul 15, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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Close-up image of an elderly hand being held by a younger-looking hand
Diversified Asset Planners | Jul 15, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning
Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical
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Contact Info

State College Office

1524 West College Ave
PO Box 252
State College, PA 16804

P | 814-234-2500
F | 814-234-3714
E | amoore@dapsc.com

   

 

Lock Haven Office

126 East Main Street
Lock Haven, PA 17745

P | 570-748-3475
F | 570-748-5656
 

Get in Touch

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. 

Securities offered through J.W. Cole Financial, Inc. (JWC). Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Diversified Asset Planners, Inc., and JWC/JWCA are unaffiliated entities. Registered Representatives of J.W. Cole Financial, whose identities and associations with Diversified Asset Planners, Inc. that are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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