Diamond Financial Planning
You know the Diamond name. Now let our Financial Planning professionals understand your goals and objectives and put together a plan to help you realize your full potential. Diamond is proud to provide Financial Planning services featuring a full menu of products and services to help you keep your financial future on track.
Helpful Content
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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College Savings
See how much you may need to save now to cover future college costs for your child.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?