John J. Diak, CFP®
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.
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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®
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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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