John J. Diak, CFP®
Talking to Your Kids About Your Wealth
If you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich” they are. How will you handle that
top of page
Search
John J. Diak, CFP®
- Oct 24, 2017
- 4 min
Which Financial Documents Should You Keep On File?
You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspape
John J. Diak, CFP®
- Oct 10, 2017
- 3 min
Preventing a Debit Card Hack
Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards
John J. Diak, CFP®
- Sep 19, 2017
- 3 min
Do You Have a Financial Wellness Program?
What do your retirement plan participants wish you would offer? The answer could be “a little more help.” When workers have money issues in
John J. Diak, CFP®
- Sep 13, 2017
- 3 min
The Equifax Data Breach
Have you been affected? If so, how can you try to protect yourself? On September 7, credit reporting agency Equifax dropped a consumer...
John J. Diak, CFP®
- Sep 12, 2017
- 3 min
Has Your Identity Been Stolen?
Identity theft hit 15.4 million Americans last year. Perhaps it hit you. You know you have been victimized when you get that courtesy call o
John J. Diak, CFP®
- Aug 29, 2017
- 3 min
Will You Really Be Able to Work Longer?
Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees are basing their entire retiremen
John J. Diak, CFP®
- Aug 22, 2017
- 3 min
Having the Money Talk with Your Children
Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about fi
John J. Diak, CFP®
- Aug 15, 2017
- 3 min
Should Millennials Be Your Money Models?
Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure
John J. Diak, CFP®
- Aug 8, 2017
- 3 min
The Real Cost of College
How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colle
John J. Diak, CFP®
- Jul 3, 2017
- 3 min
What Are Your Odds of Being Audited?
The rich are more likely to be audited – and so are the poor. After all, an audit of a wealthy taxpayer could result in a “big score” for th
John J. Diak, CFP®
- Jun 20, 2017
- 3 min
Why Retirees Need Good Credit Scores
TransUnion recently surveyed baby boomers and discovered that nearly half thought their credit scores would become less important after they
John J. Diak, CFP®
- May 23, 2017
- 3 min
Could Insurance Rescue You in Retirement?
Insurance matters more in retirement planning than you may think. It is seldom “top of mind” in retirement planning conversations, but the r
John J. Diak, CFP®
- May 16, 2017
- 3 min
Tax Rules on Rental Property
A sale of income property incurs either a capital gain or loss. If you profit from the sale of income property, that profit is considered fu
John J. Diak, CFP®
- May 9, 2017
- 3 min
Combining Your Finances When You Marry
Just as a marriage requires understanding, respect, and compromise, so does the financial life of a married couple. If you are marrying soon
John J. Diak, CFP®
- Apr 18, 2017
- 3 min
When Someone Dies Without a Will
Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with thei
John J. Diak, CFP®
- Apr 11, 2017
- 2 min
The Critical Illness Insurance Option
Ever hear of critical illness insurance? This isn’t standard-issue disability insurance, but a cousin of sorts. With people living longer, i
John J. Diak, CFP®
- Mar 20, 2017
- 4 min
The Advantages of HSAs
Why do people open up Health Savings Accounts in conjunction with high-deductible health insurance plans? Well, here are some of the compell
John J. Diak, CFP®
- Mar 6, 2017
- 1 min
Article Feature: The ETF categories intriguing advisers
>> Read Full Article Feature on Financial Planning.com The ETF market is crowded, and advisers are looking for products that either fall...
John J. Diak, CFP®
- Feb 21, 2017
- 3 min
What Could You Do With Your Tax Refund?
About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.(
bottom of page