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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


Focus on Time in the Market, Not Market Timing
Sports commentators often predict the big winners at the start of a season, only to see their forecasts fade away as their chosen teams...

John J. Diak, CFP®
Jan 25, 20165 min read


Financial Wellness Programs: Taking Employee Benefits to the Next Level
While it is clear what a financial wellness program is intended to achieve, arriving at a common definition of what it is and how it can...

John J. Diak, CFP®
Jan 21, 20164 min read


Money Management for a Single Parent
As a single parent, you're probably familiar with the dual challenges of managing a household and planning for the future on your own. But are you as familiar with the financial strategies that can stretch your income and help you get ahead? Consider the following lessons to help improve your family's bottom line. Lesson #1: Identify Your Goals You can't have a financial plan without first defining your financial goals. Start by recording all of your short-, medium-, and lon

John J. Diak, CFP®
Jan 19, 20165 min read


Financial Wellness Programs: Taking Employee Benefits to the Next Level
Financial wellness. On the surface, it sounds like an elusive "trend du jour." But when it is considered in relation to the workplace,...

John J. Diak, CFP®
Oct 22, 20154 min read
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