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(630) 541-8827 | Email Us | My LPL Account

3140 Finley Rd, Ste C | Downers Grove, IL 60515

 

Black Diamond Planners is a fee-only financial planning and investment firm. 

Please click HERE to watch our short introduction video which details 5 important things to know about our firm.



 

Our driving focus is to help our clients meet and exceed their lifetime goals. We do this by helping them create and maintain a comprehensive wealth management strategy. This effort includes making sure that our clients have an up-to-date investment strategy, financial plan, insurance plan, tax plan, and estate plan.

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Jane Bond: Decoding Diversification

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Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The Power of Compound Interest

The Power of Compound Interest

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

 

Four Really Good Reasons to Invest

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Planning for the Expected

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

A Look at Systematic Withdrawals

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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

5 Smart Investing Principles

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Saving for College 101

Here’s a crash course on saving for college.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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