Black Diamond Planners is a fee-only financial planning and investment 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
- Estate plan
- And more...
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
When considering life insurance, it's important to understand your options.
A four-step framework for building a personal legacy.
A few strategies that may help you prepare for the cost of higher education.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investors seeking world investments can choose between global and international funds. What's the difference?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are hundreds of ETFs available. Should you invest in them?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.