Diamond Wealth Advisors

Newsletters

Four Things Investors Should Know About Stock Splits

If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
Home Sweet Home Equity

Owning a home or having substantial equity may offer financial benefits in retirement. Discover five ways to use or increase home equity.
All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
Four Questions on the Roth Five-Year Rule

This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.

Savings Accumulation

Estimate the future value of your current savings.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Credit Card Debt

How Long Will It Take to Pay my Balance?