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Diamond Financial Planning

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Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

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