Joe Diamond photo

Joe Diamond, CPA, CFP®, EA, MST


Diamond Financial Corporation

4256 North Arlington Heights Road, Suite 204

Arlington Heights, IL 60004


Phone: 847-884-8500 




March/April 2020

Stay on Target

If you lack the time to allocate your retirement plan assets on your own, target-date mutual funds* may be an option for you. Similar to age-based, lifecycle and target-risk funds, target-date funds are designed to follow an investing path that changes when risk tolerance and time horizons change.

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Young Adults and Life Insurance

How much life insurance should a person carry? The answer varies wildly, even among experts, but we know that “how much” changes as life changes. There are a variety of life circumstances that can influence your answer.

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Tax Benefits of a Traditional IRA

If you’re still looking for a tax deduction on your 2019 tax return, consider contributing to a traditional IRA.

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Cyberspace Security Tips

How can you safeguard your vital financial information if you do business online?

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Overhead Expense Insurance

You may be aware that disability income insurance can protect your employees’ ability to earn an income should a long-term disability keep them from work. But did you know there is also a type of insurance that may also protect a business financially in the same circumstances?

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5 Ways to Cut College Costs

If you have a child who is a junior in high school, you may have road trips to explore colleges on your schedule in a few months. Before deciding on a school, explore ways you can cut increasingly expensive college costs.

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Fastest-Growing Occupations

Another way to make college cost-effective is to explore whether your student is working toward a degree in a growing or shrinking industry. Take a look at the projected growth to 2028 salaries and the 2018 median income, for these jobs:

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Last-Minute Tax Breaks

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Customized Insurance Coverage

As when buying a new car, life insurance also offers a variety of options known as “riders”. Take a look at the following riders* (in alphabetical order) to see if any help with your insurance protection needs:

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Real Estate and QBI

The IRS issued a final ruling explaining how to qualify for a real estate income safe harbor to receive the Qualified Business Income (QBI) deduction. You will need to make this safe harbor determination annually.

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Advisory Services offered through Diamond Financial Corporation, Registered Investment Advisor. Custodial Services provided by TD Ameritrade. Member FINRA/SIPC/MSRB.
Tax Preparation provided by Diamond Financial Corporation.
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