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6 Ways to Make Your Home More Energy Efficient
Whether you’re motivated by cost savings or a desire to save the planet, everyone can benefit by making their home more energy-efficient.

John J. Diak, CFP®
May 12, 20204 min read


9 Little Ways You’re Wasting Money
The first step to saving money is to recognize where we are spending it.

John J. Diak, CFP®
Feb 26, 20206 min read


Tips For Managing Your Time
Do you often feel there aren’t enough hours in the day? More often than not poor time management is to blame for us not being able to accomp
John J. Diak, CFP®
Jan 28, 20207 min read


How to Organize Your Financial Life
Your finances are one of the most important aspects of your life. Having your financial house in order is what helps you pursue financial co

John J. Diak, CFP®
Dec 17, 20194 min read


Going Green and Saving Green with Solar Panels
If you’re looking for ways to save money on energy use as well as reduce your carbon footprint, adding solar panels to your home may be a wo
John J. Diak, CFP®
Oct 21, 20194 min read


7 Cybersecurity Tips to Protect Your Personal Data
How safe is your personal data - like passwords and bank accounts- from theft and use by a criminal? These seven cybersecurity tips can help
John J. Diak, CFP®
Sep 24, 20194 min read


How to Maximize Your Employee Benefits
Employers offer many benefits to employees that can save help save money. Use this guide to find out what kinds of benefits you may be overl
John J. Diak, CFP®
Sep 17, 20194 min read


The Feel Good Guide to Charitable Giving
You don’t have to be among the wealthy to make an impact with charitable giving. When you give to charity, you not only help others, but you

John J. Diak, CFP®
Jul 30, 20195 min read


Self-Care for Caregivers
Being a caregiver can take its toll on you physically, mentally, and spiritually. Take time to observe these self-care practices to stay hea

John J. Diak, CFP®
May 3, 20196 min read


7 Ways to Reduce Financial Stress
Being worried about money is the number one cause of stress for Americans, but it doesn’t have to be that way. Here are seven ways you can r

John J. Diak, CFP®
Apr 4, 20196 min read


How to Teach Your Children Good Financial Literacy Skills
Teaching your children financial literacy is one of the most important jobs you have as a parent, but it’s not necessarily one that comes na

John J. Diak, CFP®
Apr 4, 20196 min read


Charitable Contribution Limits
In spite of changes made to income tax deductions by the Tax Cuts and Jobs Act, charitable contributions are still a viable way for high-inc

John J. Diak, CFP®
Mar 19, 20192 min read


Putting a Price Tag on Your Health
Being healthy has benefits that extend beyond your physical wellbeing. From lower healthcare costs to a boost in self-confidence, your finan

John J. Diak, CFP®
Feb 5, 20193 min read


Tax Scams & Schemes
Every year, scammers target taxpayers with schemes designed to separate them from their money, and some taxpayers try to outsmart the IRS to

John J. Diak, CFP®
Jan 22, 20194 min read


Social Security Gets Its Biggest Boost in Years
Seniors can look forward to the biggest boost in Social Security benefits that they’ve seen in years. The Social Security Administration has

John J. Diak, CFP®
Jan 1, 20193 min read


Your 2019 Financial To-Do List
What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or bu

John J. Diak, CFP®
Dec 11, 20188 min read


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

John J. Diak, CFP®
Dec 4, 20184 min read


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

John J. Diak, CFP®
Dec 4, 20185 min read


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

John J. Diak, CFP®
Nov 6, 20183 min read


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

John J. Diak, CFP®
Oct 2, 20183 min read
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