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Diamond Financial Planning

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Helpful Content

What Will You Do With Your Bonus or Windfall?

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

How Income Taxes Work

A quick look at how federal income taxes work.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Rightsizing for Retirement

What does your home really cost?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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