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    303.221.1900
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    How to Succeed at Your New Year’s Resolutions
    John J. Diak, CFP®
    • Dec 4, 2018
    • 4 min

    How to Succeed at Your New Year’s Resolutions

    Most people set aside time ahead of January 1st to make New Year’s resolutions. While some people have long lists and others have short ones
    End-of-the-Year Money Moves
    John J. Diak, CFP®
    • Dec 4, 2018
    • 5 min

    End-of-the-Year Money Moves

    If notable changes occurred in your life, you’ll want to review your finances before this year ends. Even if 2018 has been uneventful, it’s
    Retirees, Check Your Withholding
    John J. Diak, CFP®
    • Nov 6, 2018
    • 3 min

    Retirees, Check Your Withholding

    The IRS is using new withholding tables for 2018, so you may need to adjust the amount you have withheld - or the amount of your estimated t
    Getting Your Personal Finances in Shape
    John J. Diak, CFP®
    • Oct 2, 2018
    • 3 min

    Getting Your Personal Finances in Shape

    You need not wait for the new year to plan improvements to your finances. You can begin now. The last few months of the year give you a prim
    Financial Considerations When Buying a Car
    John J. Diak, CFP®
    • Sep 18, 2018
    • 3 min

    Financial Considerations When Buying a Car

    A car is a big purchase. It’s worth taking your time and making sure that you’ve covered your bases in terms of making the most responsible
    Ways to Repair Your Credit Score
    John J. Diak, CFP®
    • Aug 21, 2018
    • 4 min

    Ways to Repair Your Credit Score

    We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curve and that score
    Who Is Your Trusted Contact?
    John J. Diak, CFP®
    • Jul 31, 2018
    • 3 min

    Who Is Your Trusted Contact?

    Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted c
    The A, B, C, & D of Medicare
    John J. Diak, CFP®
    • Jun 26, 2018
    • 4 min

    The A, B, C, & D of Medicare

    Breaking down the basics of Medicare and what each part covers can get confusing. Whether your 65th birthday is on the horizon or decades aw
    Beware of Lifestyle Creep
    John J. Diak, CFP®
    • Jun 12, 2018
    • 3 min

    Beware of Lifestyle Creep

    As people establish themselves as doctors and lawyers, executives, and successful entrepreneurs, they see living well as a reward. It can ha
    Managing Money Well as a Couple
    John J. Diak, CFP®
    • Jun 5, 2018
    • 3 min

    Managing Money Well as a Couple

    What are the keys in planning to grow wealthy together? At some point, you will have to ask yourselves some money questions – questions that
    The Major 2018 Federal Tax Changes
    John J. Diak, CFP®
    • May 1, 2018
    • 5 min

    The Major 2018 Federal Tax Changes

    The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and house
    What Should You Keep?
    John J. Diak, CFP®
    • Apr 24, 2018
    • 3 min

    What Should You Keep?

    The big picture of personal financial recordkeeping has not changed much. It is still wise to keep records pertaining to financial, health c
    2018: A First Quarter Review
    John J. Diak, CFP®
    • Apr 10, 2018
    • 10 min

    2018: A First Quarter Review

    Stocks rallied in January, corrected in February, and slumped in March as volatility and economic policy changes took some of the enthusiasm
    What Do You Have in Reserve for 2018?
    John J. Diak, CFP®
    • Apr 10, 2018
    • 3 min

    What Do You Have in Reserve for 2018?

    Living without an emergency fund can invite worry. It is an anxiety too many households have had to accept. Plan to save a little each month
    Fear Must Not Inhibit a Financial Strategy
    John J. Diak, CFP®
    • Mar 30, 2018
    • 3 min

    Fear Must Not Inhibit a Financial Strategy

    Fear dissuades some people from sticking with a long-term financial strategy and discourages other people from developing one. Patience and
    The Risk of Being a Suddenly Single Woman
    John J. Diak, CFP®
    • Mar 20, 2018
    • 3 min

    The Risk of Being a Suddenly Single Woman

    With a clear understanding of where she stands, financially, a widow may evaluate her investment and wealth management options and take step
    Avoiding the Money Pitfalls of Past Generations
    John J. Diak, CFP®
    • Feb 27, 2018
    • 3 min

    Avoiding the Money Pitfalls of Past Generations

    You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that. Avoid
    You Will Probably Pay More for Medicare in 2018
    John J. Diak, CFP®
    • Feb 13, 2018
    • 3 min

    You Will Probably Pay More for Medicare in 2018

    You Will Probably Pay More for Medicare in 2018. Was your monthly Medicare Part B premium less than $110 in 2017? This year, you may pay con
    Bad Money Habits to Break In 2018
    John J. Diak, CFP®
    • Feb 6, 2018
    • 4 min

    Bad Money Habits to Break In 2018

    Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you so
    Your 2018 Financial To-Do List
    John J. Diak, CFP®
    • Dec 5, 2017
    • 8 min

    Your 2018 Financial To-Do List

    What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or bu
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