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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?