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John J. Diak, CFP®
Aug 22, 20225 min read
Year-End Checklist for Maximizing Your Total Compensation
People don’t always put a lot of thought into their employee benefits beyond their health pla,n but other perks can add up to big savings.
John J. Diak, CFP®
Aug 8, 20226 min read
How to Prevent Theft and Losses Due to Burglaries
Burglaries and theft are an unfortunate reality, but there are things you can do to protect yourself and reduce the risk of it happening.
John J. Diak, CFP®
Jul 18, 20225 min read
How Secure Are Your Passwords?
Your password is likely the weakest link between you and hackers. Use these strategies to create strong passwords and keep them secure.
John J. Diak, CFP®
May 16, 20225 min read
6 Tips to Avoid Overspending on Your Summer Vacation
Overspending on summer vacation can hurt your wallet long after your holiday is over. These six tips can help you stay in budget.
John J. Diak, CFP®
Feb 21, 20225 min read
10 Home Improvements That May Increase Your Home’s Value
Before you spend money on renovations, consider whether they will add value to your home. Here are ten home improvements that will.
John J. Diak, CFP®
Dec 6, 20215 min read
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®
Oct 18, 20215 min read
Practical Ways to Support Local Small Businesses
Here are some of the benefits of shopping locally and ideas for how you can support small businesses in your area.
John J. Diak, CFP®
Oct 4, 20214 min read
How to Budget for the Holidays
At the holidays, it’s natural to want to treat yourself and your loved ones, but you still need to be careful so you don't blow your budget.
John J. Diak, CFP®
Sep 20, 20214 min read
How to Make Charitable Giving a Family Affair
Donating to a charitable cause is a selfless gesture, but it has far-reaching benefits.
John J. Diak, CFP®
Jul 19, 20216 min read
5 Things to Consider Before Buying a Vacation Home
Buying a vacation home can have many unexpected implications on your finances and time. Consider these points before making your purchase.
John J. Diak, CFP®
May 24, 20215 min read
Your Credit Score and Retirement: What You Need to Know
Ensuring your credit is strong before retirement is wise. Here’s how you can build and maintain a good credit score.
John J. Diak, CFP®
Apr 26, 20215 min read
Divorce and Your Finances
The financial consequences of divorce can be quite substantial, no matter where you fall on the economic spectrum.
John J. Diak, CFP®
Apr 12, 20216 min read
How to Invest for Your Grandchildren’s Future
Investing for your grandchildren now can help bolster your family in the future, both within your lifetime and after you are gone.
John J. Diak, CFP®
Mar 22, 20215 min read
5 Tips for Spring Cleaning Your Finances
A once-a-year spring cleaning of your finances helps you be sure you are managing your budget and cash flow correctly.
John J. Diak, CFP®
Feb 22, 20216 min read
How to Get Financially Organized and Conquer Your Paper Piles
Get a handle on that pile of statements, receipts, and other financial documents.
John J. Diak, CFP®
Jan 25, 20215 min read
Money and Marriage: How to Talk About Money with Your Spouse
When it comes to money and marriage, talking about finances can be stressful, but it doesn’t have to be that way.
John J. Diak, CFP®
Dec 28, 20204 min read
A Quick Guide to Building an Emergency Fund
Building an emergency fund that you can tap into when life throws you curveballs can turn a major blow into a minor inconvenience.
John J. Diak, CFP®
Nov 17, 20205 min read
Year-End Cash Management for Every Household
Looking carefully at how you handle cash at year-end can make a difference in your tax burden and overall financial planning.
John J. Diak, CFP®
Oct 20, 20206 min read
End of the Year Tax Planning for Retirees
Proper year-end tax planning will allow retirees to make the most of what they have.
John J. Diak, CFP®
Oct 13, 20206 min read
How to Protect Yourself From a Data Breach
The best way to protect yourself from a data breach is to pay attention and avoid exposing your personal information as much as possible.
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