John J. Diak, CFP®
Have You Budgeted for Retirement?
Whether you’re nearing retirement or have many years to go, calculating what your retirement budget will be will help you plan and make the
top of page
Search
John J. Diak, CFP®
- Mar 12, 2019
- 2 min
Social Security by the Numbers
Here are some facts about the Social Security program you may not know.
John J. Diak, CFP®
- Mar 5, 2019
- 4 min
Financially Savvy Ways to Travel
Enjoy your next vacation without going into debt. We all enjoy taking time off to travel and spend time away from our busy lives, but...
John J. Diak, CFP®
- Feb 12, 2019
- 3 min
Traditional vs. Roth IRAs
There are two types of IRAs you can use for retirement investments: Roth IRAs and traditional IRAs. While they share similarities, there are
John J. Diak, CFP®
- Jan 29, 2019
- 3 min
A Retirement Fact Sheet
What financial facts should you consider as you retire? What monetary realities might you need to acknowledge as your retirement progresses
John J. Diak, CFP®
- Jan 8, 2019
- 3 min
Some Changes Are Coming for 401(k)s
Changes are coming to 401(k)s in 2019 affecting employees who borrow from their plan and then leave their job, employees who receive hardshi
John J. Diak, CFP®
- Jan 1, 2019
- 3 min
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®
- Dec 4, 2018
- 3 min
When You Retire Without Enough
If you start your retirement with inadequate savings, you may end up living a watered down version of your retirement dreams.
John J. Diak, CFP®
- Nov 27, 2018
- 4 min
Preparing to Retire Single
In an ideal world, it would be simple to prepare to retire single. You would just save half as much as a couple saves, buy half as much insu
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
John J. Diak, CFP®
- Oct 23, 2018
- 4 min
Debunking a Few Popular Retirement Myths
Some retirement myths have been around for decades, while others are have recently joined their ranks. Take a look at these seven popular re
John J. Diak, CFP®
- Oct 16, 2018
- 4 min
Underappreciated Options for Building Retirement Savings
When saving for retirement, you aren’t limited to traditional accounts. There are several less common retirement savings accounts worthy of
John J. Diak, CFP®
- Oct 9, 2018
- 3 min
5 Retirement Concerns Too Often Overlooked
As part of your preparation for retirement, give these financial matters some thought. Enjoy the here and now, but recognize the potential f
John J. Diak, CFP®
- Sep 25, 2018
- 4 min
Starting a Roth IRA for a Child or Grandchild
If you have a child or grandchild earning some income with a summer or after school job, you could help them save for future goals by assis
John J. Diak, CFP®
- Sep 11, 2018
- 3 min
Are Changes Ahead for Retirement Accounts?
This year, lawmakers are addressing the problem of Americans not saving enough for retirement, with a bill proposing big changes to IRAs and
John J. Diak, CFP®
- Aug 28, 2018
- 4 min
Financial Fraudsters Preying on Boomers & Elders
Sometimes liars, scammers, and fraudsters try to pitch any number of too-good-to-be-true “investment opportunities” to retirees. You have go
John J. Diak, CFP®
- Aug 14, 2018
- 3 min
Financial Elder Abuse: Perception vs. Reality
As you read or hear stories about seniors being financially exploited, you may think: not me. Your parents? Same thing. They are too smart a
John J. Diak, CFP®
- Jul 3, 2018
- 3 min
Choosing a Financial Professional
When we buy a car or a house, consider a school for our children, or plan our next vacation we take our time, shop around, and consider our
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
John J. Diak, CFP®
- Jun 19, 2018
- 3 min
Retirement Planning Weak Spots
The biggest weakness is not having a plan at all. How many households save for retirement with a number in mind – the dollar figure their re
bottom of page