John J. Diak, CFP®
Planning for the Costs of Alzheimer's and Dementia Care
Early planning for Alzheimer's and dementia care offers more flexibility and options for you and your family.
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John J. Diak, CFP®
- Apr 3
- 5 min
6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill
Don't let taxes drain your hard-earned money! Check out these six strategies to potentially lower your tax bill.
John J. Diak, CFP®
- Jan 16
- 4 min
Financial Planning in the Face of a Terminal Illness
Financial planning for a terminal illness is a daunting task, but it can relieve a tremendous burden from you and your family.
John J. Diak, CFP®
- Oct 3, 2022
- 4 min
How to Get the Most Out of Your Flexible Spending Account
A flexible spending account lets you pay for medical expenses pre-tax, but you need to understand the rules to get the most from it.
John J. Diak, CFP®
- Sep 5, 2022
- 6 min
The Benefits of Early Tax Planning
When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.
John J. Diak, CFP®
- May 2, 2022
- 5 min
5 Steps to Protect Your Finances from Cognitive Decline
Cognitive decline can interfere with our ability to make sound financial decisions so it’s important to put a plan in place in advance.
John J. Diak, CFP®
- Dec 20, 2021
- 4 min
7 Ideas for What to Do with Your Raise or Bonus
Is it time for your annual raise or bonus distribution? Be sure you don’t miss out on any opportunities by considering these seven tips.
John J. Diak, CFP®
- Dec 6, 2021
- 5 min
8 Financial Health Tips for 2022
The end of the year is the perfect time to take inventory of your financial health and to create a plan for the coming year.
John J. Diak, CFP®
- Nov 8, 2021
- 7 min
Why It’s Important to Designate a Power of Attorney
While you may be in good health today, life doesn’t always go as planned, so it’s a good idea to put a POA in place as a general precaution.
John J. Diak, CFP®
- Sep 6, 2021
- 5 min
Year-End Money Moves to Start Planning Now
When it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term....
John J. Diak, CFP®
- Jul 5, 2021
- 6 min
Making the Most of Your Employee Benefits
Whether you’re looking at health, life, disability, or retirement, the first step to maximizing your benefits is to understand them.
John J. Diak, CFP®
- Jun 21, 2021
- 4 min
Does a Tax-Free Weekend Actually Save You Money?
Tax-free weekends, or a tax holiday, are often seen as a way to save big money when purchasing back-to-school items.
John J. Diak, CFP®
- May 9, 2017
- 3 min
Combining Your Finances When You Marry
Just as a marriage requires understanding, respect, and compromise, so does the financial life of a married couple. If you are marrying soon
John J. Diak, CFP®
- May 2, 2017
- 3 min
May Is Disability Insurance Awareness Month
Disability insurance is an important insurance coverage that most people lack. Many people think of it as optional – when they think of it a
John J. Diak, CFP®
- Feb 6, 2017
- 3 min
2017 Retirement Account Limits
How much can you contribute this year? In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly...
John J. Diak, CFP®
- Oct 5, 2016
- 4 min
Why More Americans Don't Own Life Insurance
It is well documented that Americans in general are underprepared financially for retirement. Yet less attention is given to the fact...
John J. Diak, CFP®
- Oct 3, 2016
- 3 min
Buying Your First Home
Home ownership is the cornerstone of the American Dream. But before you start looking, consider a number of things. First, look at buying...
John J. Diak, CFP®
- Sep 15, 2016
- 2 min
Sell Your Employer Match
Most 401(k) plan sponsors offer their employees some type of matching contributions. The most common match, according to the Plan Sponsor...
John J. Diak, CFP®
- Sep 8, 2016
- 2 min
Consider the "Autopilot" Option for Your Plan
These days, it is vitally important for individuals to set money aside for retirement during their working years. Unfortunately, not...
John J. Diak, CFP®
- Aug 25, 2016
- 3 min
The DOL Revisits Conflict of Interest Rules
Over the past several decades, there has been a significant shift in the retirement savings landscape away from employer-sponsored...
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