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    303.221.1900
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    5 Steps to Protect Your Finances from Cognitive Decline
    John J. Diak, CFP®
    • May 2
    • 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.
    7 Ideas for What to Do with Your Raise or Bonus
    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.
    8 Financial Health Tips for 2022
    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.
    Why It’s Important to Designate a Power of Attorney
    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.
    Year-End Money Moves to Start Planning Now
    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....
    Making the Most of Your Employee Benefits
    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.
    Does a Tax-Free Weekend Actually Save You Money?
    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.
    Combining Your Finances When You Marry
    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
    May Is Disability Insurance Awareness Month
    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
    2017 Retirement Account Limits
    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...
    Why More Americans Don't Own Life Insurance
    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...
    Buying Your First Home
    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...
    Sell Your Employer Match
    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...
    Consider the "Autopilot" Option for Your Plan
    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...
    The DOL Revisits Conflict of Interest Rules
    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...
    College Planning -- It's About More Than Money
    John J. Diak, CFP®
    • Aug 18, 2016
    • 3 min

    College Planning -- It's About More Than Money

    Choosing a way to save for your child's education expenses may be your family's first college planning decision, but it certainly won't...
    Getting Value in a Vacation Home
    John J. Diak, CFP®
    • Jun 20, 2016
    • 5 min

    Getting Value in a Vacation Home

    There 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...
    Make the Most of Your 401(k)
    John J. Diak, CFP®
    • Jun 1, 2016
    • 4 min

    Make 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...
    The Lowdown on Robo-Advisors
    John J. Diak, CFP®
    • May 5, 2016
    • 3 min

    The Lowdown on Robo-Advisors

    Is robo-advice right for you? Read on to learn what investors think about this emerging trend. The trend toward online investing and...
    Searching for Yield in Today's Market
    John J. Diak, CFP®
    • Apr 7, 2016
    • 4 min

    Searching for Yield in Today's Market

    Income-oriented investors have had a tough go of it for the past several years. Persistently low interest rates have curtailed...
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