John J. Diak, CFP®
8 Financial Health Tips for 2022
The end of the year is the perfect time to take inventory of your financial health and to create a plan for the coming year.
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John J. Diak, CFP®
Nov 8, 20217 min read
Why 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®
Sep 6, 20215 min read
Year-End Money Moves to Start Planning Now
When it comes to savings, insurance, retirement planning, taxes, and more, decisions you make before year’s end can affect you long-term....
John J. Diak, CFP®
Jul 5, 20216 min read
Making the Most of Your Employee Benefits
Whether you’re looking at health, life, disability, or retirement, the first step to maximizing your benefits is to understand them.
John J. Diak, CFP®
Jun 21, 20214 min read
Does a Tax-Free Weekend Actually Save You Money?
Tax-free weekends, or a tax holiday, are often seen as a way to save big money when purchasing back-to-school items.
John J. Diak, CFP®
May 9, 20173 min read
Combining Your Finances When You Marry
Just as a marriage requires understanding, respect, and compromise, so does the financial life of a married couple. If you are marrying soon
John J. Diak, CFP®
May 2, 20173 min read
May Is Disability Insurance Awareness Month
Disability insurance is an important insurance coverage that most people lack. Many people think of it as optional – when they think of it a
John J. Diak, CFP®
Feb 6, 20173 min read
2017 Retirement Account Limits
How much can you contribute this year? In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly...
John J. Diak, CFP®
Oct 5, 20164 min read
Why More Americans Don't Own Life Insurance
It is well documented that Americans in general are underprepared financially for retirement. Yet less attention is given to the fact...
John J. Diak, CFP®
Oct 3, 20163 min read
Buying Your First Home
Home ownership is the cornerstone of the American Dream. But before you start looking, consider a number of things. First, look at buying...
John J. Diak, CFP®
Sep 15, 20162 min read
Sell Your Employer Match
Most 401(k) plan sponsors offer their employees some type of matching contributions. The most common match, according to the Plan Sponsor...
John J. Diak, CFP®
Sep 8, 20162 min read
Consider the "Autopilot" Option for Your Plan
These days, it is vitally important for individuals to set money aside for retirement during their working years. Unfortunately, not...
John J. Diak, CFP®
Aug 25, 20163 min read
The DOL Revisits Conflict of Interest Rules
Over the past several decades, there has been a significant shift in the retirement savings landscape away from employer-sponsored...
John J. Diak, CFP®
Aug 18, 20163 min read
College Planning -- It's About More Than Money
Choosing 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®
Jun 20, 20165 min read
Getting Value in a Vacation Home
There are two great reasons for buying a vacation home: You want one and you can afford to buy it. Buying a vacation home as an...
John J. Diak, CFP®
Jun 1, 20164 min read
Make the Most of Your 401(k)
As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to...
John J. Diak, CFP®
May 5, 20163 min read
The Lowdown on Robo-Advisors
Is robo-advice right for you? Read on to learn what investors think about this emerging trend. The trend toward online investing and...
John J. Diak, CFP®
Apr 7, 20164 min read
Searching for Yield in Today's Market
Income-oriented investors have had a tough go of it for the past several years. Persistently low interest rates have curtailed...
John J. Diak, CFP®
Apr 7, 20163 min read
Ten Reasons to Consider Tapping Home Equity Now
The Federal Reserve has set the wheels in motion and for the first time in nearly a decade, interest rates are on an upward trajectory....
John J. Diak, CFP®
Apr 6, 20164 min read
Managing a Disability or Chronic Illness
Create a financial plan that can help you make the best of any circumstance. Here's a checklist for financial preparedness. Lay a secure...
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