Diamond Springs Financial, LLC

09/01/2026

Wow! What a great meeting I attended last week for the national gathering of qualifying Executive Council members. We heard from some outstanding speakers and panel discussions, but also had time to share best practices and business ideas with our peers.

08/25/2026

People often think of whole life insurance as solely protective. When you realize all the benefits Whole Life affords, it becomes easy to view it as a stabilizing and strengthening financial asset alongside others in a well-diversified portfolio. Learn more about what Whole Life has to offer.
https://nyl.co/4xXOyIx

08/22/2026

We are so fortunate at New York Life to have great people behind the scenes that help us help our clients every day. I would especially like to thank our Variable Product Consultant, Donald Hart, for all of his support over the years.

08/18/2026

You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.

Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.

If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.

Link to white paper: https://nyl.co/4qwe7hy

08/11/2026

Americans are increasingly confident about their money skills, but the numbers tell a different story. Read more about a recent study.

A new data point shows that financial literacy is not just low, but deteriorating.

08/04/2026

In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on inherited property: gold, stock, real estate, including the tax basis at death.

In this week's Ask the Editor Q&A, Joy Taylor answers five tax questions on inherited property, including the tax basis upon death.

07/30/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

07/28/2026

How do your emergency savings stack up? Learn about the median emergency savings by age in 2026 from the Fed’s latest survey.

How do your emergency savings stack up? Discover the median emergency savings by age in 2026, analyze structural saving gaps, and see if you are prepared.

07/25/2026

I am honored and excited to have qualified for New York Life's Executive Council for 2026. Looking forward to seeing my peers from around the country at our business meeting next month.

07/21/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.