Black Diamond Financial Solutions

06/17/2026

FREE GUIDE— Building Healthcare Costs into Retirement Planning

If you are planning to retire within the next year, chances are that you have started thinking about how much money is going to run out in your first month of retirement. While everyone’s situation is unique, with most coming into retirement with many years before pension benefits kick in or social security payments begin, it can be difficult to make sure you meet all your savings goals and still build healthcare costs into the budget.

Check out our latest free resource on Healthcare Retirement Planning:
https://blackdiamondfs.com/free-healthcare-retirement-planning-guide/

06/16/2026

A Powerful 2-Step FREE Guide:
Retirement Planning Made EASY!

A practical guide for helping you plan for retirement, whether you’re just getting started or have already started your planning process—we’ve gathered some helpful tips to help you reach your retirement goals.

Get Your Copy NOW:
https://blackdiamondfs.com/free-retirement-planning-guide/

06/16/2026

Your account balance can drop — and you can still owe taxes.

Sounds unfair, right?

That’s what happens when mutual funds distribute capital gains within taxable accounts. Joe McGloin breaks down why this happens and what investors can do to avoid it.

At Black Diamond, we design portfolios that work smarter — not harder — for you.

06/15/2026

🚫 Myth: "I don't have enough money to start investing."

✅ Fact: Think you need a fortune to start investing? Think again! Many investment platforms and retirement accounts welcome you to start with just a few dollars. Remember, it's not always about the amount, but the consistency. Small, regular contributions can lead to significant growth over time.

Every journey begins with a single step. Don't let misconceptions hold you back from securing your financial future.

🌟 Ready to take that step? Let Black Diamond Financial Solutions guide you. Need a starting point or a review of your current investments? Schedule a complimentary analysis today: https://blackdiamondfs.com/schedule/

06/15/2026

Need help navigating your financial future during these uncertain times?

Black Diamond Financial Services is a fiduciary financial advisor that can guide you through these uncertain times. We have over a decade of experience helping people just like you make the most of their money. Contact us today for a free consultation, and let us help you take control of your future.

Request yours today by visiting us online: https://blackdiamondfs.com/

06/15/2026

Get Life Insurance Early 🔒

Life insurance isn't just about protection – it's also about planning for the future.

Get it while you're young and healthy to secure better rates and more benefits.

Derrick Diksa, CLTC®, explains the advantages in our new video.

👉 Watch the video now: https://youtu.be/XYVvc7tMFU4?utm_source=facebook

In this video, Derrick Diksa, CLTC®, a Financial Adviser at Black D...

06/15/2026

Did you know that estate planning isn't just for the wealthy?

Discover how it can benefit YOU and your loved ones, no matter your financial status.

Read the article— 4 Reasons Why You Should Meet With an Estate Planner Sooner Rather Than Later
🔗 https://blackdiamondfs.com/4-reasons-why-you-should-meet-with-an-estate-planner-sooner-than-later/

Estate planning is something most people dread but it is better to meet with an estate planner sooner rather than later. We cover why in this article.

06/12/2026

🚫 Myth: "I should pay off all my debt before I start saving or investing."

✅ Fact: While high-interest debt should be prioritized, it's also essential to start saving and investing early. Balancing both can optimize your financial health.

At Black Diamond Financial Solutions, we believe in a holistic approach to your finances.

Ready to strike the right balance? Let's chat! Schedule a complimentary financial consultation today: https://blackdiamondfs.com/schedule/

06/12/2026

Should You Talk to a Financial Advisor or a CPA About Taxes?

Many people believe tax planning is solely the job of a CPA—but that’s a big misconception. So, who should you talk to about taxes: your financial advisor or your CPA? The answer is both.

✅ Your CPA ensures your numbers are accurate and filed correctly—think of it as keeping score.
✅ Your financial advisor takes those numbers and helps you build a strategy to minimize taxes and maximize wealth.

Tax preparation and tax planning are not the same.

In this short video, Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®, explains why you need both experts working together to create a smart tax strategy.

06/11/2026

Meet the team behind your financial future

Why did our advisors walk away from big banks to join Black Diamond Financial?

It’s simple: Our clients come first.

✅ Fiduciary advisors
✅ Independent, client-centered solutions
✅ A close-knit team that feels like family

🎥 Watch now to hear their stories.
🔗 https://youtu.be/ZvJf2ZAvXTw?si=eKr1tNjuQS0EHDZr&utm_source=facebook&utm_medium=Library%20Workshops&utm_campaign=Library%20Workshops&utm_content=Library%20Workshops