top of page
Search


Spring Clean Your Finances: 5 Easy Steps to Get Organized
Ready to take control of your finances this Spring? A little organization and planning can help you stay aligned with your long-term goals.
John J. Diak, CFP®
Mar 105 min read


Why Reviewing Your Social Security Statement Matters and How to Get Started
A quick review of your Social Security Statement can prevent errors, ensure accurate benefits, and even catch fraud.
John J. Diak, CFP®
Mar 36 min read


Streamline Your Digital Life: Smart Strategies for Managing Subscriptions
How much are your subscriptions really costing you? Discover simple ways to regain control of your digital life and your wallet.
John J. Diak, CFP®
Feb 104 min read


How Couples Can Benefit from Regular Money Dates
Transform your approach to money management with a date night twist! Learn how couples can use money dates to tackle financial planning.
John J. Diak, CFP®
Jan 135 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 9, 20245 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®
Dec 3, 20247 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®
Sep 9, 20245 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.
John J. Diak, CFP®
Aug 19, 20244 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®
Aug 5, 20244 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.
John J. Diak, CFP®
Jul 22, 20245 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.
John J. Diak, CFP®
Jun 17, 20245 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.
John J. Diak, CFP®
Apr 22, 20245 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®
Mar 18, 20245 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®
Jan 8, 20244 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®
Nov 13, 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.
John J. Diak, CFP®
Oct 2, 20234 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.
John J. Diak, CFP®
Aug 7, 20238 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.
John J. Diak, CFP®
Jun 19, 20235 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.
John J. Diak, CFP®
Apr 17, 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®
Feb 20, 20234 min read
bottom of page