David Tate, CFP, CBEC, CHFC - Diamond State Financial Group

David Tate, CFP, CBEC, CHFC - Diamond State Financial Group

Financial representative helping businesses and individuals with financial objectives. Financial strategies - insurance products - retirement solutions

Registered Representative of Securian Financial Services, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. Diamond State Financial Group is independently owned and operated.

04/08/2023

Life is better with cookies!

01/08/2023

It's National Picnic Month!

American workers are becoming less productive. That's bad news for the Fed | CNN Business 28/07/2023

American workers being less productive means bad new for the Fed
Disclaimer: This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

American workers are becoming less productive. That's bad news for the Fed | CNN Business Federal Reserve officials are widely expected to announce on Wednesday a pause in their regimen of rate hikes.

US grocery prices rose in May. Here's what got more expensive | CNN Business 21/07/2023

Grocery prices on the rise again

US grocery prices rose in May. Here's what got more expensive | CNN Business US grocery prices ticked up in May after dipping in March and April. Inflation in America continued to fall significantly, but rising prices at the supermarket is unwelcome news to those struggling to pay for food.

Women and Money: Three Ways to Plan for the Future as Life Happens 14/07/2023

Women and Money: three Ways to Plan for the Future as Life Happens

Women and Money: Three Ways to Plan for the Future as Life Happens Childcare, divorce and aging parents can all take a toll on a woman’s financial security, but planning ahead, becoming financially literate and staying proactive can help.

09/07/2023

We offer independence to build your practice with the support to help you succeed. Contact me to learn how we can help make you greater.

Doughnuts from around the world | CNN 08/07/2023

Donuts from around the world

Doughnuts from around the world | CNN These classic doughnuts are a New Orleans tradition. Beignets are basically fluffy squares of dough that are fried until golden brown, then topped with a very generous dusting of confectioners’ sugar and best enjoyed with a hot mug of coffee.

Grandpa Chic Is the Refined, Collected-Over-Time Look You’re Going to See Everywhere This Year 07/07/2023

Grandpa Chic! The new design craze.

Grandpa Chic Is the Refined, Collected-Over-Time Look You’re Going to See Everywhere This Year Also known as country club chic or country club grandpa, grandpa chic is a curated aesthetic that strikes the perfect balance between sophistication and comfort. Learn what grandpa chic is, plus how you can try a grandpa chic look in your home.

The Debt Ceiling: Everything You Wanted To Know But Were Afraid To Ask 07/07/2023

Disclaimer: This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

The Debt Ceiling: Everything You Wanted To Know But Were Afraid To Ask By now, you’ve heard a lot about the fight in Washington over the debt ceiling, and the potential consequences for the economy should Congress and the

04/07/2023

Red, white, and blue, and proud through and through!

8 Small Front Yard Landscaping Ideas to Make the Most of Your Space 30/06/2023

Front yard landscaping to make the most of your space!

8 Small Front Yard Landscaping Ideas to Make the Most of Your Space Create a beautiful and welcoming small front yard with these tips and ideas.

29/06/2023

You don’t have to go it alone. Our financial professionals often team up to offer creative solutions to clients. A career with us could be just what you are looking for. Send us a message or comment below for more information.

28/06/2023

What is the current position of your business, and will it remain the same in the future? The future state of your business is just as important as the current state. Do you know if you will have enough income to maintain your lifestyle during retirement? We can help you understand how you can track your current financial position to prepare for future decisions and retirement. Reach out to us to learn more.

The US economy grew faster in the first quarter than previously reported | CNN Business 27/06/2023

The US economy grew faster in the first quarter than previously reported

Disclaimer: This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested.

The US economy grew faster in the first quarter than previously reported | CNN Business US economic growth in the first three months of the year was faster than previously estimated, the Commerce Department reported on Thursday.

Flight Attendants Reveal the 10 Biggest Luggage Mistakes Travelers Should Never Make 23/06/2023

10 Luggage Mistakes Revealed by Flight Attendants.

Flight Attendants Reveal the 10 Biggest Luggage Mistakes Travelers Should Never Make Your travel gear can make or break your trip, a fact flight attendants know all too well. Discover the common luggage mistakes that travelers make, and shop the travel accessories they recommend for a smoother, hassle-free trip.

18/06/2023

Celebrating all of the dads today!

27 Best Things to Do in the Florida Keys 16/06/2023

What to do in the Florida Keys

27 Best Things to Do in the Florida Keys Adventure awaits in this tropical island paradise.

Three Ways to Teach Your Kids to Save Money 10/06/2023

Way to teach your kids how to save money

Three Ways to Teach Your Kids to Save Money Starting early and practicing what you preach can help you raise disciplined savers despite today’s focus on fear of missing out (FOMO) and instant gratification.

3 Unconventional Ways to Save Money: Thinking Outside the Box 09/06/2023

3 unconventional ways to save money

3 Unconventional Ways to Save Money: Thinking Outside the Box There are still actions you can take to save money amid inflation.

Our Picks for the Best Adventure Destinations This Summer 09/06/2023

The best adventure destinations this summer!

Our Picks for the Best Adventure Destinations This Summer Here it is June and you’re still turning over travel plans? Come along with us, as we head out to see wolves, test our mettle on Tour de France ascents, trek across one of Colorado’s most photographed mountain passes, and generally get outside in big, bold ways this season.

30 Reading Nook Ideas for the Ultimate Cozy Hideaway 08/06/2023

Reading Nook Ideas!

30 Reading Nook Ideas for the Ultimate Cozy Hideaway Learn how to design a reading nook for a book haven you'll never want to leave.

01/06/2023

Pride is for everyone!

29/05/2023

Remembering and honoring those who have fallen protecting our freedom. We don’t know them all, but we owe them all.

Niche Retirement Communities Are Growing — Are They Right for You? 26/05/2023

Are niche retirement communities right for you?

Niche Retirement Communities Are Growing — Are They Right for You? From RV enthusiasts to Jimmy Buffett fans to yogis, there's a niche retirement community for almost everyone.

22/05/2023

The value of your business will determine your financial security in the future but it’s not the business value today that matters. It’s the future value that counts. Maintain and grow your business with informed financial decisions and strategic guidance. Send me a message or email to discuss business financial planning and what you can do to make more strategic decisions.

21/05/2023

Are your business and succession plans helping ensure your company’s long-term success? Have you reviewed your business planning documents recently? I can help you get organized, identify business needs, and explore solutions to help your business thrive.

5 Ways to Participate in "No Mow May" and Help Bees This Spring 20/05/2023

Help the bees by participating in no mow May!

5 Ways to Participate in "No Mow May" and Help Bees This Spring No Mow May is a new movement designed to let lawn flowers feed pollinators before other plants start blooming. Use these tips to participate.

Most Americans are Worried About Layoffs: Survey 19/05/2023

Americans are concerned about layoffs

Most Americans are Worried About Layoffs: Survey With what feels like daily reports of layoffs, many Americans have concerns.

14/05/2023

To the world you are a mother, but to your family, you are the world.

5 Ways to Share Financial Responsibility And Maintain Independence 12/05/2023

How to maintain independence while sharing financial responsibility

5 Ways to Share Financial Responsibility And Maintain Independence You and your partner are building a life together, and at the same time you’re growing closer, you're also looking for ways to successfully share your

Videos (show all)

Aging brings a lot of changes, but a care plan helps ensure you and your family can face the future with confidence — an...
Our health changes as we age – do you have a plan in case “what if” becomes “what now”? I can help.
You’re healthy now. But what if your household chores get to be more than you can handle when you’re older? I can help.
You’re healthy now — and you might be for many years. That’s why it’s essential to make a care plan today before you nee...
Many things get better with age — but our health isn’t one of them. Who’s going to care for you? I can help.
Growing old doesn’t have to have a negative impact on your family. Help give your loved ones a choice by making a care p...
Medicare doesn’t cover most long-term care expenses. If you need care down the road, how would that affect your pocketbo...
When you’re older, a bad hip could do more damage to your retirement income than a bad market — do you have a care plan?...
No one likes to think their health will decline as they get older — but for many of us, it will. Do you have a care plan...
Aging brings a lot of changes, but a care plan helps ensure you and your family can face the future with confidence — an...
How would you pay for care if you can’t live independently when you’re older? If your answer is Medicare, you might want...
A care plan helps prepare you and your loved ones for future challenges so you can make each moment count today. I can h...

Telephone