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8 Key Tax Deductions from the OBBBA That Could Lower Your Tax Bill
Tax season will look different for 2025 thanks to the One Big Beautiful Bill Act. Learn how new and expanded deductions could affect your tax liability and financial planning for years to come.
John J. Diak, CFP®
2 hours ago4 min read


Maximize Your Employee Benefits During Open Enrollment
Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.
John J. Diak, CFP®
Aug 115 min read


How to Safeguard Your Identity in a Digital World
With identity theft cases on the rise, knowing how to protect your information is more important than ever. This article walks through what to watch for, when to take action, and how to build stronger defenses.
John J. Diak, CFP®
Aug 46 min read


7 Simple Strategies to Protect Your Financial Data Online
Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.
John J. Diak, CFP®
Jul 146 min read


Is Your Portfolio Scattered? 4 Reasons to Consolidate Your Investment Accounts
A patchwork portfolio may not hurt you now, but over time, it can quietly erode returns and complicate planning. This guide explains the benefits of consolidating your investments where appropriate, how to get started, and why it’s worth reviewing your full financial picture.
John J. Diak, CFP®
Jul 75 min read
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