John J. Diak, CFP®
Your 2019 Financial To-Do List
What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or bu
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John J. Diak, CFP®
- Dec 4, 2018
- 5 min
End-of-the-Year Money Moves
If notable changes occurred in your life, you’ll want to review your finances before this year ends. Even if 2018 has been uneventful, it’s
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 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 4, 2018
- 3 min
A Look at HSAs
An HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement
John J. Diak, CFP®
- Nov 21, 2017
- 3 min
Are REITs Right for You?
These investments let you own real estate without having to be a landlord. By getting into a REIT, you can gain an ownership interest in pri
John J. Diak, CFP®
- Oct 31, 2017
- 3 min
Understanding the Gift Tax
Practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon
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