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John J. Diak, CFP®
Dec 95 min read
From Budgeting to Credit Monitoring: Essential Apps for Financial Wellness
From simplifying daily budget tracking to tracking savings goals, these apps can revolutionize how you manage money.
John J. Diak, CFP®
Dec 37 min read
Stay Organized in Retirement with This Month-by-Month Financial Checklist
From January resolutions to December reflections, our retirement calendar helps you manage every aspect of your financial life seamlessly.
John J. Diak, CFP®
Nov 115 min read
Turn Your Holiday Bonus Into a Gift That Keeps on Giving
Make your holiday bonus work for you! Splurge a little, save smartly, and invest wisely to enjoy now and pave the way for a secure future.
John J. Diak, CFP®
Nov 45 min read
Donor-Advised Funds: A Smart Way to Manage Your Charitable Giving
Donor-advised funds provide an efficient way to manage your philanthropy with tax efficiency and strategic flexibility.
John J. Diak, CFP®
Oct 145 min read
Making the Most of Required Minimum Distributions (RMDs) in Your Retirement Strategy
If you're nearing retirement, understanding RMDs is crucial. Learn the ropes of managing these distributions effectively.
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