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Diener Money Management

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Newtown, PA
Diener Money Management

Helping great people pursue their Best Life right now and beyond through embracing our Flourish Formula and all the fun along the way. Member FINRA/SIPC.

Due to industry regulations, I may not accept endorsements and recommendations for my investment advisory skills, products or services. Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/28/2026

Beneficiary Designations > Will

📄 Your will may say one thing. Your beneficiary form may say another.

👤 Retirement accounts and life insurance generally follow the beneficiary designation on file, not the instructions in your will. That makes these forms especially important when deferred compensation, workplace retirement plans, life insurance, or family circumstances change.

🔎 A quick beneficiary check can help make sure the paperwork on file still matches the plan you actually want. Don’t let outdated paperwork decide who receives what you’ve worked to build.

10/26/2026

💰 Your RSUs vest. Taxes are withheld. So why could you still owe more?

📊 When restricted stock units vest, they generally count as income. Employer withholding may not equal the household’s final federal tax rate.

🧾 The last thing you want after an RSU vest? A tax surprise. Start with three numbers: what vested, what was withheld, and how that withholding compares with the broader tax picture.

💡 Understanding the numbers early can help you make informed decisions about your compensation today while keeping tomorrow’s goals in view.

10/22/2026

🎟️ What’s Your Bucket List Ticket?

🏀 Sixers courtside for the home opener
🦅 An Eagles international game trip
⚾ A Red October playoff clincher
🏒 Watching the Orange & Black lift the Cup

✨ Some experiences are worth putting on the bucket list.
And with the Sixers home opener tonight, we know which ticket I'd grab first!

10/20/2026

A year-end bonus may arrive as one number, but it can touch several parts of your financial life.

For pharmaceutical and biotech executives, a bonus may interact with tax withholding, deferred compensation, cash-flow priorities, retirement accounts, and larger family goals. Looking at those pieces together can provide a more complete picture than treating the bonus as entirely separate income.

October creates useful planning room before year-end compensation decisions and holiday spending begin competing for attention.

10/16/2026

Newtown is officially ready for Halloween 👻 🎃

Every October, downtown turns into an open-air art gallery for Paint Our Town. Families, kids, local groups and artists of all abilities spend the day painting spooky and festive scenes on storefront windows across the borough. It's one of our favorite traditions, and it's a great reminder of how much we love being part of this community.

This year our windows have a little extra meaning. The gold pumpkins are for childhood cancer awareness and the hope for a cure for every child and family touched by it.

If you're out and about this month, stop by and take a look. Happy spooky season from all of us at Diener Money Management.

10/14/2026

Your Money Has Milestones. How Long Until You Reach Them?

📈 At an 8% hypothetical annual return, the numbers might surprise you.

Double: ~9 years
Triple: ~14 years
Quadruple: ~18 years

🧮 The Rules of 72, 114, and 144 make it easy to estimate these milestones without doing complicated math.

⏳ A simple reminder that time and compounding can have a big impact on long-term growth.

10/12/2026

🍂 The leaves are changing and December 31 will be here before you know it.

📅 For pharmaceutical and biotech executives, year-end can bring a lot of moving pieces: equity compensation, retirement distributions, Roth conversions, charitable giving, and tax decisions.

⏳ Fall gives you a little breathing room to figure out what needs attention, make the necessary decisions, and head into the holidays with fewer financial loose ends.

10/08/2026

🍂 Fall is here, and we're making room for all the little things that make the season special.

Pumpkin patches, apple picking, bonfire nights, and that first cozy cup of coffee on a cool morning. These are a few of our favorite ways to slow down and soak up the season.

There’s always room in the plan for enjoying the season you’re in. 🍁

10/02/2026

🌄 What Would Your Retirement Mood Board Look Like?

🌎 The Traveler
A passport full of stamps, a camera roll full of great meals and unforgettable sights, and a never-ending list of places to explore.

⚾ The Philly Enthusiast
Away game weekends, group tickets with friends, exploring the city, and never missing an excuse to cheer for your teams.

🌊 The Locals
Family weekends down the shore, beach days, boardwalk nights, and the freedom to never sit in peak traffic.

☕ The Hobbyist
Slow mornings with coffee, days in the garden, and finally having the space to get lost in the hobbies you love.

✨ There’s no one-size-fits-all version of retirement. The fun part is figuring out what you want yours to look like.

09/30/2026

At 65, Your HSA Changes 👀

Your HSA doesn't retire when you do, but the rules change at age 65.

At 65:
✅ Qualified medical withdrawals can still be tax-free
💰 Non-medical withdrawals are generally taxable
🚫 The 20% additional tax no longer applies
🏥 HSA contributions stop once Medicare begins

That means your HSA can still be a valuable retirement resource, but how you use it matters.

Same account. Different rules. Know what changes before you get there.

Address

120 S. State St
Newtown, PA
18940

Opening Hours

Monday	9am - 5am
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5am
Friday	9am - 5am

Website

https://www.dienermoney.com/

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