Financial Planning

Turn Your Holiday Bonus Into a Gift That Keeps on Giving

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.

Donor-Advised Funds: A Smart Way to Manage Your Charitable Giving

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.

Beat Investment Anxiety: How to Stay Calm in Volatile Markets

John J. Diak, CFP®

Aug 54 min read

Beat Investment Anxiety: How to Stay Calm in Volatile Markets

Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.

Essential Questions to Ask Your CPA for Smart Financial Management

John J. Diak, CFP®

Jul 85 min read

Essential Questions to Ask Your CPA for Smart Financial Management

Stay proactive with your financial planning. Collaborate with your CPA to understand tax implications and optimize your strategy.

Mastering the Basics of Money Management

John J. Diak, CFP®

May 204 min read

Mastering the Basics of Money Management

Discover the essentials of effective money management and how mastering these skills can improve financial well-being.

Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)

John J. Diak, CFP®

Apr 85 min read

Unlocking Your Home’s Potential: Benefits and Risks of Home Equity Lines of Credit (HELOCs)

Unlocking your home's equity through a HELOC can offer financial flexibility, but it's vital to understand the risks as well as the benefits

How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks

John J. Diak, CFP®

Mar 46 min read

How to Raise Financially Savvy Kids: Budgeting, Saving & Money Talks

Want to give your kids the gift of financial literacy? It starts with having money talks with them early on.

Creating a Shared Financial Vision: Having the Money Talk with Your Partner

John J. Diak, CFP®

Jan 225 min read

Creating a Shared Financial Vision: Having the Money Talk with Your Partner

The 'money talk' isn't just about numbers, it's about aligning dreams. Find out how to create a shared financial vision with your partner.

John J. Diak, CFP®

Jan 84 min read

Strategies to Mortgage Freedom

Reducing your mortgage term can be simpler than you think. Discover strategies for paying off your mortgage sooner, saving you thousands.

Beyond the Mortgage: Is Buying a Home Right for You?

John J. Diak, CFP®

Dec 11, 20235 min read

Beyond the Mortgage: Is Buying a Home Right for You?

Homeownership might seem like the ultimate goal, but it comes with responsibilities that aren't financial alone.

Strategies for Making Sound Financial Decisions During Every Career Move

John J. Diak, CFP®

Nov 6, 20234 min read

Strategies for Making Sound Financial Decisions During Every Career Move

Master the art of making sound financial decisions during career transitions.

Year-End Financial Checkup: Charting a Healthy 2024

John J. Diak, CFP®

Oct 16, 20234 min read

Year-End Financial Checkup: Charting a Healthy 2024

With the current year winding down, it's the ideal time to reexamine your financial landscape.

John J. Diak, CFP®

Sep 4, 20234 min read

I Paid Off My Student Loans–Now What?

Once student loans are behind you, it's time to reassess your financial status and look into the new opportunities available to you.

Planning for the Costs of Alzheimer's and Dementia Care

John J. Diak, CFP®

May 1, 20237 min read

Planning for the Costs of Alzheimer's and Dementia Care

Early planning for Alzheimer's and dementia care offers more flexibility and options for you and your family.

6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill

John J. Diak, CFP®

Apr 3, 20235 min read

6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill

Don't let taxes drain your hard-earned money! Check out these six strategies to potentially lower your tax bill.

Financial Planning in the Face of a Terminal Illness

John J. Diak, CFP®

Jan 16, 20234 min read

Financial Planning in the Face of a Terminal Illness

Financial planning for a terminal illness is a daunting task, but it can relieve a tremendous burden from you and your family.

How to Get the Most Out of Your Flexible Spending Account

John J. Diak, CFP®

Oct 3, 20224 min read

How to Get the Most Out of Your Flexible Spending Account

A flexible spending account lets you pay for medical expenses pre-tax, but you need to understand the rules to get the most from it.

John J. Diak, CFP®

Sep 5, 20226 min read

The Benefits of Early Tax Planning

When you don’t make tax planning a priority, you can cost yourself a considerable amount of money in missed opportunities and mistakes.

5 Steps to Protect Your Finances from Cognitive Decline

John J. Diak, CFP®

May 2, 20225 min read

5 Steps to Protect Your Finances from Cognitive Decline

Cognitive decline can interfere with our ability to make sound financial decisions so it’s important to put a plan in place in advance.

7 Ideas for What to Do with Your Raise or Bonus

John J. Diak, CFP®

Dec 20, 20214 min read

7 Ideas for What to Do with Your Raise or Bonus

Is it time for your annual raise or bonus distribution? Be sure you don’t miss out on any opportunities by considering these seven tips.

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