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Acres of Diamonds Investments Surprises Team Approach

Understanding Today’s Financial Environment

As an Independent Financial Advisory Firm, we work with a team of professionals helping to take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

As Independent Financial Advisors, we have years of experience in financial services. We can help you address your needs of today and for many years to come and look forward to working with you through all stages of your life.

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We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Helpful Content

Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

 

How Big is Money?

Learn a little about worldwide currency in this fun infographic

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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