The Diamond Group Wealth Advisors

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Qualifying For Medicare Under Age 65 You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

What’s the difference between a General Obligation bond and a Revenue bond?

Marilyn Suey Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

These 6 things might make your next return a prime target for an IRS audit.

Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit.

Dolly Parton’s legacy reaches far beyond music.

Over the years, she gave millions to causes ranging from disaster relief and medical research to education and children’s literacy. Her Imagination Library alone has distributed more than 330 million books to children across five countries.

After devastating Tennessee wildfires in 2016, her My People Fund provided displaced families with $1,000 a month for six months, no strings attached. She also donated $1 million toward COVID-19 vaccine research and supported schools, scholarships, pediatric care, and communities close to home.

What tied so much of that work together was remarkably simple: trust people, see a need, and respond.

Her example is a meaningful reminder that generosity doesn’t have to follow one formula. It starts with deciding what matters to you and finding a way to make an impact.


Source:

Dolly Parton's philanthropy was based on 'her belief in the goodness of people' Dolly Parton's death is shining a new light on the country music icon's philanthropy. The Library of Congress has called Parton a “titan of children’s literacy” for the millions of free books provided monthly through her Imagination Library.

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

What's My 2026 Tax Bracket? Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Proof that we actually work together and don’t just send each other emails all day😂

Great bunch, lots of laughs and a team that knows how to get things done.

Grateful for this crew!💕

L-R: Dylan, Anh, Chloe, Marilyn, Miriam and Ethan