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John J. Diak, CFP®
Nov 17, 20205 min read
Year-End Cash Management for Every Household
Looking carefully at how you handle cash at year-end can make a difference in your tax burden and overall financial planning.


John J. Diak, CFP®
Oct 20, 20206 min read
End of the Year Tax Planning for Retirees
Proper year-end tax planning will allow retirees to make the most of what they have.


John J. Diak, CFP®
Oct 13, 20206 min read
How to Protect Yourself From a Data Breach
The best way to protect yourself from a data breach is to pay attention and avoid exposing your personal information as much as possible.


John J. Diak, CFP®
Sep 22, 20204 min read
What Unclaimed Property Is and Why You Should Care
A quick internet search is often all that separates us from a few hundred dollars or even a small fortune in unclaimed property.


John J. Diak, CFP®
Sep 8, 20206 min read
Common Financial Scams and How to Avoid Them
Financial scams are prevalent these days. The best way to protect yourself is to stay aware and keep your account data closely guardeed.


John J. Diak, CFP®
Aug 25, 20205 min read
Flexible Savings Account vs. Health Savings Account
Both flexible spending accounts and health savings accounts offer options for reducing the burden of medical expenses.

John J. Diak, CFP®
Aug 11, 20206 min read
Your Adult Child and Money Management
When it comes to teaching your adult children financial responsibility the lesson can never come too soon.

John J. Diak, CFP®
Jul 22, 20204 min read
The Pros and Cons of Using Autopay
Autopay makes paying bills easier than ever. Just be sure you understand all the pros and cons before using it.

John J. Diak, CFP®
Jul 14, 20208 min read
What Are the Objectives of Credit Management?
Using credit wisely can provide a lifetime of access to opportunities, but misusing credit can hurt you financially.

John J. Diak, CFP®
Jun 9, 20207 min read
How to Live Debt-Free
Getting out of debt is a huge accomplishment and one that should make you proud. Once you become debt-free, you can start living differently

John J. Diak, CFP®
May 12, 20204 min read
6 Ways to Make Your Home More Energy Efficient
Whether you’re motivated by cost savings or a desire to save the planet, everyone can benefit by making their home more energy-efficient.

John J. Diak, CFP®
Feb 26, 20206 min read
9 Little Ways You’re Wasting Money
The first step to saving money is to recognize where we are spending it.

John J. Diak, CFP®
Jan 28, 20207 min read
Tips For Managing Your Time
Do you often feel there aren’t enough hours in the day? More often than not poor time management is to blame for us not being able to accomp

John J. Diak, CFP®
Dec 17, 20194 min read
How to Organize Your Financial Life
Your finances are one of the most important aspects of your life. Having your financial house in order is what helps you pursue financial co

John J. Diak, CFP®
Oct 21, 20194 min read
Going Green and Saving Green with Solar Panels
If you’re looking for ways to save money on energy use as well as reduce your carbon footprint, adding solar panels to your home may be a wo

John J. Diak, CFP®
Sep 24, 20194 min read
7 Cybersecurity Tips to Protect Your Personal Data
How safe is your personal data - like passwords and bank accounts- from theft and use by a criminal? These seven cybersecurity tips can help

John J. Diak, CFP®
Sep 17, 20194 min read
How to Maximize Your Employee Benefits
Employers offer many benefits to employees that can save help save money. Use this guide to find out what kinds of benefits you may be overl

John J. Diak, CFP®
Jul 30, 20195 min read
The Feel Good Guide to Charitable Giving
You don’t have to be among the wealthy to make an impact with charitable giving. When you give to charity, you not only help others, but you

John J. Diak, CFP®
May 3, 20196 min read
Self-Care for Caregivers
Being a caregiver can take its toll on you physically, mentally, and spiritually. Take time to observe these self-care practices to stay hea

John J. Diak, CFP®
Apr 4, 20196 min read
7 Ways to Reduce Financial Stress
Being worried about money is the number one cause of stress for Americans, but it doesn’t have to be that way. Here are seven ways you can r
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