Financial Wellness

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.

Stay Organized in Retirement with This Month-by-Month Financial Checklist

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.

Refinancing High-Interest Debt: Strategies for Relief

John J. Diak, CFP®

Sep 95 min read

Refinancing High-Interest Debt: Strategies for Relief

High-interest debt can be overwhelming. Find out if refinancing could help you save money and accelerate your path to being debt-free.

John J. Diak, CFP®

Aug 194 min read

Are You Prepared to Be an Empty Nester?

As children leave home for college or careers, parents face the transition to an empty nest. Here's how to prepare yourself for this season.

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.

Overcoming Negativity Bias in Your Personal Finance Journey

John J. Diak, CFP®

Jul 225 min read

Overcoming Negativity Bias in Your Personal Finance Journey

Discover how negativity bias affects financial decision-making and learn strategies to maintain a positive perspective.

Relocating for Family: A Parent's Guide to Making the Right Choice

John J. Diak, CFP®

Jun 175 min read

Relocating for Family: A Parent's Guide to Making the Right Choice

Explore how to decide if relocating aligns with your family’s immediate needs and long-term goals.

Navigating Tax Season Scams: How to Protect Yourself from Fraud

John J. Diak, CFP®

Apr 225 min read

Navigating Tax Season Scams: How to Protect Yourself from Fraud

Tax season brings out scammers. Learn how to protect your finances and stay one step ahead of fraud.

How to Wrap Up Your Taxes With Confidence and Prepare for Next Year

John J. Diak, CFP®

Mar 185 min read

How to Wrap Up Your Taxes With Confidence and Prepare for Next Year

Fed up with the annual tax time chaos? Learn how to confidently wrap up this tax season and get (and stay) organized for next year.

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.

How Understanding Your Money Personality Can Shape Your Financial Journey

John J. Diak, CFP®

Nov 13, 20234 min read

How Understanding Your Money Personality Can Shape Your Financial Journey

The way we relate to money has deep-rooted patterns. Shedding light on your money personality can offer a fresh perspective.

John J. Diak, CFP®

Oct 2, 20234 min read

Preparing Your Finances for Divorce

Going through a divorce? Financial preparation is an important part of the process. Here's an overview of important areas to look into.

From Stock Options to PTO: Factors to Evaluate Before Changing Jobs

John J. Diak, CFP®

Aug 7, 20238 min read

From Stock Options to PTO: Factors to Evaluate Before Changing Jobs

In an era of major job market transformations, making a job change requires careful financial consideration.

Taming the Money Monster: Strategies for Addressing Financial Anxiety

John J. Diak, CFP®

Jun 19, 20235 min read

Taming the Money Monster: Strategies for Addressing Financial Anxiety

Your relationship with money matters. Discover how to help improve your financial decision-making and well-being.

What Every Parent Should Know About Buying Their Teenager a Car

John J. Diak, CFP®

Apr 17, 20234 min read

What Every Parent Should Know About Buying Their Teenager a Car

Here’s what you need to know about buying a car for your teen, from weighing the pros and cons to setting a budget.

A Windfall of Opportunities: How to Make Smart Choices with Sudden Money

John J. Diak, CFP®

Feb 20, 20234 min read

A Windfall of Opportunities: How to Make Smart Choices with Sudden Money

When you receive a sudden windfall, it’s important to make smart decisions about what to do with it.

John J. Diak, CFP®

Dec 19, 20227 min read

How to Negotiate a Raise at Work

When you’re ready to ask for a raise, it pays to be prepared. These strategies can help you negotiate a raise successfully.

How to Avoid Repeating the Money Mistakes of the Past

John J. Diak, CFP®

Nov 21, 20225 min read

How to Avoid Repeating the Money Mistakes of the Past

The money lessons you learned as a child affect how you handle money today. Here’s how to avoid repeating your parents’ money mistakes.

When to Make Big Purchases for the Best Discount

John J. Diak, CFP®

Sep 19, 20225 min read

When to Make Big Purchases for the Best Discount

When it comes to big-ticket items like cars, appliances, and even homes, you can save a lot of money if you time your purchases right.

Year-End Checklist for Maximizing Your Total Compensation

John J. Diak, CFP®

Aug 22, 20225 min read

Year-End Checklist for Maximizing Your Total Compensation

People don’t always put a lot of thought into their employee benefits beyond their health pla,n but other perks can add up to big savings.

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