top of page
Search


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


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®
Sep 20, 20214 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®
Jul 19, 20216 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®
May 24, 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 26, 20215 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®
Apr 12, 20216 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®
Mar 22, 20215 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®
Feb 22, 20216 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®
Jan 25, 20215 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®
Dec 28, 20204 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®
Nov 17, 20205 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 20, 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.

John J. Diak, CFP®
Oct 13, 20206 min read


What Unclaimed Property Is and Why You Should Care
A quick internet search is often all that separates us from a few hundred dollars or even a small fortune in unclaimed property.

John J. Diak, CFP®
Sep 22, 20204 min read


Common Financial Scams and How to Avoid Them
Financial scams are prevalent these days. The best way to protect yourself is to stay aware and keep your account data closely guardeed.

John J. Diak, CFP®
Sep 8, 20206 min read


Flexible Savings Account vs. Health Savings Account
Both flexible spending accounts and health savings accounts offer options for reducing the burden of medical expenses.

John J. Diak, CFP®
Aug 25, 20205 min read


Your Adult Child and Money Management
When it comes to teaching your adult children financial responsibility the lesson can never come too soon.

John J. Diak, CFP®
Aug 11, 20206 min read


The Pros and Cons of Using Autopay
Autopay makes paying bills easier than ever. Just be sure you understand all the pros and cons before using it.

John J. Diak, CFP®
Jul 21, 20204 min read


What Are the Objectives of Credit Management?
Using credit wisely can provide a lifetime of access to opportunities, but misusing credit can hurt you financially.

John J. Diak, CFP®
Jul 14, 20208 min read


How to Live Debt-Free
Getting out of debt is a huge accomplishment and one that should make you proud. Once you become debt-free, you can start living differently

John J. Diak, CFP®
Jun 9, 20207 min read
bottom of page
