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...
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How Income Taxes Work
A quick look at how federal income taxes work.
Knowing the rules may help you decide when to start benefits.
If you find it hard to attain personal life goals, there’s an app for that!
Five creative (and inexpensive) ideas for motivating your employees.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Second marriages are a trigger event to revisit any existing estate strategies.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
If you died, what would happen to your email archives, social profiles and online accounts?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you explored all your options when it comes to managing your taxable income?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.