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Tax season has come and gone — a perfect reminder that some tasks need attention every year. A financial plan isn’t a set-it-and-forget-it thing; life changes, and your plan should too. We meet with clients as often as their lives require. Can your friends and family say the same about their advisor? When did they last hear from theirs? Give them a nudge — with everything on our plates, a friendly reminder can make a big difference.
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Keep Up with the Latest Market News & Trends |
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How did your financial score card look this tax season? |
Tax season just wrapped up, and for most people that means filing is done, a refund is received (or a payment is made), and then it’s on to the next thing. But your tax return is more than paperwork—it’s a financial scorecard. It tells the story of how efficient you were over the past year: not just how much you made, but how much you kept, how much you saved, and how much may have gone to taxes unnecessarily.
Once your return is finalized, this is where real planning begins. It gives us a chance to evaluate whether you maximized contributions to accounts like your 401(k), Roth IRA, or HSA, if you landed in the tax bracket we expected, and whether there were missed opportunities like Roth conversions or tax strategies throughout the year. The reality is, by the time you’re signing your return, most of the decisions that impact your outcome have already been made—which is why planning ahead matters.
Now is the time to use that scorecard. Make sure to bring in your most recent tax return so we can review it alongside your overall financial plan and ensure you’re maximizing every opportunity available to you moving forward. Small adjustments today can lead to better tax efficiency, more intentional saving, and fewer surprises next year.
Everyone hopes for a good score at tax time. We make sure you get the score you’re working toward.
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Joe McGloin,
CBDA®, Candidate for CFP® and ChFC® Certification
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Educational Workshops & Seminars |
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Every month, we host live, in-person or virtual educational workshops throughout the local community. We welcome you to attend these events and share them with those in your circle who may benefit from these no-cost seminars and workshops! Click the registration link for more details. Feel free to send us any topics of interest at communications@bdfsmail.com.
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Thursday, May 28, 2026 at 1PM
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at Lewes Public Library & via Zoom | No Cost
Retirement planning doesn’t stop when work ends—it changes. This seminar focuses on the transition from saving to spending, managing income in retirement, and understanding common challenges retirees face. Learn how thoughtful planning can help create stability and confidence in your retirement years.
In-Person Registration | Zoom Webinar Registration
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Wednesday, June 24, 2026 at 11 AM
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at Lewes Public Library & via Zoom | No Cost
Starting your financial journey can feel overwhelming. This session is designed for young professionals who want to make smart money decisions early. Topics include saving, investing basics, managing debt, and balancing competing financial goals—all explained in a clear, practical way.
In-Person Registration | Zoom Webinar Registration
Presented by Wesley Humes
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Tuesday, July 21, 2026 at 2 PM
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at Lewes Public Library & via Zoom | No Cost
Many investors focus on what they invest in—but where those investments are held can matter just as much. This seminar breaks down asset allocation and asset location in plain language, helping attendees understand how thoughtful placement of investments can support long-term goals and tax efficiency.
In-Person Registration | Zoom Webinar Registration
Presented by Joseph McGloin, CFP®, CBDA®
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Wednesday, August 19, 2026 at 1 PM
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at Lewes Public Library & via Zoom | No Cost
This compassionate, educational seminar is designed specifically for widows. It provides a supportive space to discuss financial considerations after loss, common challenges, and steps toward regaining confidence. No pressure—just clarity, understanding, and guidance during a difficult transition.
In-Person Registration | Zoom Webinar Registration
Presented by Derrick Diksa, ChFC®, CLTC®
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Upcoming Market and Office Closures |
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| - Memorial Day, Monday, May 25th, 2026
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Juneteenth, Friday, June 19th, 2026
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Independence Day, Friday, July 3rd, 2026
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Black Diamond Family Updates |
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Joe received a passing grade on our industry's hardest exam and will earn the prestigious CFP® marks in the coming months.
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| | Meet Erin Glass, our newest addition who has taken the Receptionist role by the horns. If you haven't had the opportunity already, hopefully you'll meet her soon!
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Joe and Wes's Podcast is gaining tremendous traction in the community - subscribe so you don't miss an episode!
Want to hear a specific topic? Send an email to Joe@bdfsmail.com.
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Spotlight on Rose Dillon Photography |
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Pictured here are a pair of Great Horned Owlets staring back at their paparazzi.
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Chances are, you've met Rosalie "Rose" Dillon if you've visited Black Diamond Financial Solutions before. In addition to excelling as a Senior Account Representative, she is an excellent photographer. While some of our clients are her biggest fans, we love supporting her hobby by sharing some of her photos from time to time. Enjoy!
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Senior Account Representative
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19409 Plantation Rd Building 2 Unit 1 | Rehoboth Beach, DE 19971 US
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