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
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
The Business Cycle
How will you weather the ups and downs of the business cycle?