John J. Diak, CFP®Nov 8, 20217 minWhy It’s Important to Designate a Power of Attorney While you may be in good health today, life doesn’t always go as planned, so it’s a good idea to put a POA in place as a general precaution.
John J. Diak, CFP®Oct 18, 20215 minPractical Ways to Support Local Small Businesses Here are some of the benefits of shopping locally and ideas for how you can support small businesses in your area.
John J. Diak, CFP®Oct 4, 20214 minHow to Budget for the Holidays At the holidays, it’s natural to want to treat yourself and your loved ones, but you still need to be careful so you don't blow your budget.
John J. Diak, CFP®Sep 20, 20214 minHow to Make Charitable Giving a Family Affair Donating to a charitable cause is a selfless gesture, but it has far-reaching benefits.
John J. Diak, CFP®Sep 6, 20215 minYear-End Money Moves to Start Planning NowWhen it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term....