John J. Diak, CFP®Aug 18, 20163 minCollege Planning -- It's About More Than MoneyChoosing a way to save for your child's education expenses may be your family's first college planning decision, but it certainly won't...
John J. Diak, CFP®Aug 15, 20167 minSaving for a Sunny DaySaving for short-term goals requires a different approach than long-term investing. This article includes tips for building savings...
John J. Diak, CFP®Aug 10, 20161 minNew Tax Perks for 529 PlansAs 2015 ended, Congress passed the Protecting Americans from Tax Hikes Act (PATH). Deep in its fine print were two “sweeteners” – tax...
John J. Diak, CFP®Aug 8, 20165 minTransferring Assets to a 529 PlanBy now most Americans who are saving and investing to pay for college costs have probably heard that so-called 529 college savings plans...
John J. Diak, CFP®Aug 2, 20163 minPaying Off Student LoansThere are many choices for repaying student loans. This checklist can help you weigh them. Actively managing your debt is an important...