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Your Emergency Fund: How Much is Enough?
Don’t let your finances be sidelined by unplanned emergencies. Make sure you have an emergency fund that’s large enough and liquid enough to

John J. Diak, CFP®
Apr 2, 20194 min read


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 25, 20184 min read


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®
Sep 11, 20183 min read


For Retirement, Income Matters as Much as Savings
Although your retirement benefits may be taxed, more retirement income is decidedly better than less – and a key part of retirement planning

John J. Diak, CFP®
Apr 17, 20183 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


Getting (Mentally) Ready to Retire
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression

John J. Diak, CFP®
Nov 28, 20173 min read


The Rough Consequences of Not Saving for Retirement
Putting away a percentage of one’s income, money that could be used for any number of bills or luxuries, is a sacrifice made in the present

John J. Diak, CFP®
Jun 6, 20173 min read
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