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Monday 8am - 4:30pm Tuesday 8am - 4:30pm Wednesday 8am - 4:30pm Thursday 8am - 4:30pm Friday 8am - 4:30pm

Diamond Wealth Advisors

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United States
Carlisle, PA
Diamond Wealth Advisors

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True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well.

It’s confidence in your future.

10/30/2026

Have you heard of the widow’s penalty? When one spouse passes, the surviving spouse could be facing a higher income tax burden when transitioning to the Single filing status. This could also mean higher Medicare premiums.

The widow’s penalty is one of eight planning considerations every pre-retiree should be thinking about. Check out our full list here: https://www.diamondwealthadvisors.com//insights/blog/8-tax-planning-considerations-every-pre-retiree-should-know

10/30/2026

Are you making the most of your retirement savings?

Knowing when to withdraw from different retirement accounts can make a meaningful difference in your retirement income strategy. From taxable accounts to tax-deferred savings, understanding the right order of withdrawals—and how Required Minimum Distributions (RMDs) factor in—can help you plan more strategically and potentially avoid unnecessary taxes.

At Diamond Wealth Advisors, we help you connect your retirement income strategy to your goals, your plan, and your purpose.

▶️ Watch this short video for insights on making your retirement savings work smarter for you!

10/28/2026

Business owners need a team. You know, those people in your corner helping you work ON your business while you work IN your business.

They’re the ones who can help you position your business for growth while also planning for a successful and profitable exit when you're ready to step away.

Ready to build that team for yourself? See who should be on it: https://www.diamondwealthadvisors.com//insights/blog/the-essential-team-every-small-business-owner-should-build

10/28/2026

Retirement isn’t just about how much you’ve saved—it’s about how strategically you use it!

Did you know that the order in which you withdraw money from your retirement accounts can make a significant difference in your tax bill?

From taxable accounts to tax-deferred savings and tax-free Roth accounts, having a thoughtful withdrawal strategy can help you make the most of your hard-earned money throughout retirement.

At Diamond Wealth Advisors, we believe your retirement income strategy should align with your goals, your plan, and your purpose.

📽️ Watch this short video to learn more about strategic spending in retirement!

10/27/2026

We’ve heard the complaints about lack of breadth in the market—too few stocks are driving recent rallies.

Well, now we have more breadth. But is it a good thing? Get our insights in the latest Market Commentary: https://www.diamondwealthadvisors.com//insights/blog/market-commentary-market-breadth-returns-but-may-not-be-what-investors-want

10/24/2026

Whether college is years away or coming up fast, paying for it takes planning.

Our quick College Readiness Quiz can help you see where you stand financially and what you can do to get ready. Take the quiz and get access to our helpful College Expenses Checklist: https://www.diamondwealthadvisors.com//college-readiness-quiz/

10/23/2026

Pay taxes now or when you retire? A Roth IRA conversion lets you pay taxes on retirement savings today so you can withdraw that money tax-free later if you meet certain requirements. But whether that trade-off makes sense depends on your income, your tax situation, and when you’ll need the money.

Wondering if a Roth IRA conversion could fit into your retirement plan? Learn about the benefits, the costs, and why timing matters: https://www.diamondwealthadvisors.com//insights/blog/the-roth-ira-conversion-why-how-to-use-this-strategy-in-your-retirement-planning/

10/22/2026

Did you know that where you withdraw money from in retirement can make a difference in your tax bill?

Your retirement savings may include taxable accounts, tax-deferred accounts, and tax-free accounts. Understanding how these different sources of money work together can help you make more informed spending decisions and get more out of your retirement savings.

In our latest Thought Leadership Series video, we explore how these three types of assets can play a role in a strategic retirement spending plan and why having a thoughtful approach matters.

At Diamond Wealth Advisors, we believe your financial plan should reflect what matters most to you: your goals, your plan, and your purpose.

10/21/2026

When you’re steeped in the day-to-day of running a business, it can be hard to find time to plan for an eventual exit. But there’s a lot to consider, including keeping taxes in check, ensuring a smooth transition, and making sure you have enough money to retire on your terms.

Weighing your options for a future exit? Learn about five common business exit planning mistakes and how to avoid them: https://www.diamondwealthadvisors.com//insights/blog/5-common-business-exit-planning-mistakes-and-how-to-avoid-them/

10/20/2026

Midterm elections are almost here. History suggests stocks could have more room to run, but much of this bull market’s strength depends on AI.

How is AI spending affecting corporate profits, bond yields, and inflation, and what could that mean for investors? Explore these trends in our latest Market Commentary: https://www.diamondwealthadvisors.com//insights/blog/market-commentary-its-all-one-big-ai-trade-now-and-more-on-midterms/

Address

1 Tyler Court
Carlisle, PA
17015

Opening Hours

Monday	8am - 4:30pm
Tuesday	8am - 4:30pm
Wednesday	8am - 4:30pm
Thursday	8am - 4:30pm
Friday	8am - 4:30pm

Telephone

+17174626422

Website

http://diamondwealthadvisors.com/

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