John J. Diak, CFP®May 25 min5 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, 20214 min7 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, 20215 min8 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, 20217 minWhy 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, 20215 minYear-End Money Moves to Start Planning NowWhen 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, 20216 minMaking 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, 20214 minDoes 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, 20173 minCombining Your Finances When You MarryJust 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, 20173 minMay Is Disability Insurance Awareness MonthDisability 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, 20173 min2017 Retirement Account LimitsHow 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, 20164 minWhy More Americans Don't Own Life InsuranceIt 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, 20163 minBuying Your First HomeHome 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, 20162 minSell Your Employer MatchMost 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, 20162 minConsider the "Autopilot" Option for Your PlanThese 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, 20163 minThe DOL Revisits Conflict of Interest RulesOver the past several decades, there has been a significant shift in the retirement savings landscape away from employer-sponsored...
John J. Diak, CFP®Aug 18, 20163 minCollege Planning -- It's About More Than MoneyChoosing a way to save for your child's education expenses may be your family's first college planning decision, but it certainly won't...
John J. Diak, CFP®Jun 20, 20165 minGetting Value in a Vacation HomeThere are two great reasons for buying a vacation home: You want one and you can afford to buy it. Buying a vacation home as an...
John J. Diak, CFP®Jun 1, 20164 minMake the Most of Your 401(k)As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to...
John J. Diak, CFP®May 5, 20163 minThe Lowdown on Robo-AdvisorsIs robo-advice right for you? Read on to learn what investors think about this emerging trend. The trend toward online investing and...
John J. Diak, CFP®Apr 7, 20164 minSearching for Yield in Today's MarketIncome-oriented investors have had a tough go of it for the past several years. Persistently low interest rates have curtailed...