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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

John J. Diak, CFP®
Sep 18, 20183 min read


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

John J. Diak, CFP®
Aug 21, 20184 min read


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

John J. Diak, CFP®
Jul 31, 20183 min read


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

John J. Diak, CFP®
Jun 26, 20184 min read


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

John J. Diak, CFP®
Jun 12, 20183 min read


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

John J. Diak, CFP®
Jun 5, 20183 min read


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

John J. Diak, CFP®
May 1, 20185 min read


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

John J. Diak, CFP®
Apr 24, 20183 min read


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

John J. Diak, CFP®
Apr 10, 201810 min read


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

John J. Diak, CFP®
Apr 10, 20183 min read


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

John J. Diak, CFP®
Mar 30, 20183 min read


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

John J. Diak, CFP®
Mar 20, 20183 min read


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

John J. Diak, CFP®
Feb 27, 20183 min read


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

John J. Diak, CFP®
Feb 13, 20183 min read


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

John J. Diak, CFP®
Feb 6, 20184 min read


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

John J. Diak, CFP®
Dec 5, 20178 min read


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

John J. Diak, CFP®
Nov 14, 20173 min read


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 24, 20174 min read


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®
Oct 10, 20173 min read


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 19, 20173 min read
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