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Navigating Tax Season Scams: How to Protect Yourself from Fraud
Tax season brings out scammers. Learn how to protect your finances and stay one step ahead of fraud.

John J. Diak, CFP®
Apr 22, 20245 min read


How to Wrap Up Your Taxes With Confidence and Prepare for Next Year
Fed up with the annual tax time chaos? Learn how to confidently wrap up this tax season and get (and stay) organized for next year.

John J. Diak, CFP®
Mar 18, 20245 min read


Strategies to Mortgage Freedom
Reducing your mortgage term can be simpler than you think. Discover strategies for paying off your mortgage sooner, saving you thousands.

John J. Diak, CFP®
Jan 8, 20244 min read


How Understanding Your Money Personality Can Shape Your Financial Journey
The way we relate to money has deep-rooted patterns. Shedding light on your money personality can offer a fresh perspective.

John J. Diak, CFP®
Nov 13, 20234 min read


Preparing Your Finances for Divorce
Going through a divorce? Financial preparation is an important part of the process. Here's an overview of important areas to look into.

John J. Diak, CFP®
Oct 2, 20234 min read


From Stock Options to PTO: Factors to Evaluate Before Changing Jobs
In an era of major job market transformations, making a job change requires careful financial consideration.

John J. Diak, CFP®
Aug 7, 20238 min read


Taming the Money Monster: Strategies for Addressing Financial Anxiety
Your relationship with money matters. Discover how to help improve your financial decision-making and well-being.

John J. Diak, CFP®
Jun 19, 20235 min read


What Every Parent Should Know About Buying Their Teenager a Car
Here’s what you need to know about buying a car for your teen, from weighing the pros and cons to setting a budget.

John J. Diak, CFP®
Apr 17, 20234 min read


A Windfall of Opportunities: How to Make Smart Choices with Sudden Money
When you receive a sudden windfall, it’s important to make smart decisions about what to do with it.

John J. Diak, CFP®
Feb 20, 20234 min read


How to Negotiate a Raise at Work
When you’re ready to ask for a raise, it pays to be prepared. These strategies can help you negotiate a raise successfully.

John J. Diak, CFP®
Dec 19, 20227 min read


How to Avoid Repeating the Money Mistakes of the Past
The money lessons you learned as a child affect how you handle money today. Here’s how to avoid repeating your parents’ money mistakes.

John J. Diak, CFP®
Nov 21, 20225 min read


When to Make Big Purchases for the Best Discount
When it comes to big-ticket items like cars, appliances, and even homes, you can save a lot of money if you time your purchases right.

John J. Diak, CFP®
Sep 19, 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 22, 20225 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®
Aug 8, 20226 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®
Jul 18, 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®
May 16, 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®
Feb 21, 20225 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®
Dec 6, 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 18, 20215 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®
Oct 4, 20214 min read
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