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
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
How Income Taxes Work
A quick look at how federal income taxes work.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
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.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Business Cycle
How will you weather the ups and downs of the business cycle?