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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...

John J. Diak, CFP®
Apr 7, 20164 min read


Ten Reasons to Consider Tapping Home Equity Now
The Federal Reserve has set the wheels in motion and for the first time in nearly a decade, interest rates are on an upward trajectory....

John J. Diak, CFP®
Apr 7, 20163 min read


Managing a Disability or Chronic Illness
Create a financial plan that can help you make the best of any circumstance. Here's a checklist for financial preparedness. Lay a secure...

John J. Diak, CFP®
Apr 6, 20164 min read


Millennials: The "Slow and Steady" Generation of Investors
With some $30 trillion poised to change hands over the next several decades from parents and grandparents to so-called Millennials --...

John J. Diak, CFP®
Mar 8, 20163 min read


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...

John J. Diak, CFP®
Mar 7, 20164 min read


When Changing Jobs, It Pays to Keep Track of Your 401(k)
Indecision or lack of communication on your part may mean that the money sitting in a retirement plan when you leave a job could be...

John J. Diak, CFP®
Feb 29, 20163 min read


Planning 2016: New Realities, New Expectations
Financial resolutions often fall prey to the same procrastination that hinders personal aspirations. Yet current volatility in the...

John J. Diak, CFP®
Feb 8, 20163 min read
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