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John J. Diak, CFP®
Apr 4, 20196 min read
How to Teach Your Children Good Financial Literacy Skills
Teaching your children financial literacy is one of the most important jobs you have as a parent, but it’s not necessarily one that comes na

John J. Diak, CFP®
Mar 19, 20192 min read
Charitable Contribution Limits
In spite of changes made to income tax deductions by the Tax Cuts and Jobs Act, charitable contributions are still a viable way for high-inc

John J. Diak, CFP®
Feb 5, 20193 min read
Putting a Price Tag on Your Health
Being healthy has benefits that extend beyond your physical wellbeing. From lower healthcare costs to a boost in self-confidence, your finan

John J. Diak, CFP®
Jan 22, 20194 min read
Tax Scams & Schemes
Every year, scammers target taxpayers with schemes designed to separate them from their money, and some taxpayers try to outsmart the IRS to

John J. Diak, CFP®
Jan 1, 20193 min read
Social Security Gets Its Biggest Boost in Years
Seniors can look forward to the biggest boost in Social Security benefits that they’ve seen in years. The Social Security Administration has

John J. Diak, CFP®
Dec 11, 20188 min read
Your 2019 Financial To-Do List
What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or bu

John J. Diak, CFP®
Dec 4, 20184 min read
How to Succeed at Your New Year’s Resolutions
Most people set aside time ahead of January 1st to make New Year’s resolutions. While some people have long lists and others have short ones

John J. Diak, CFP®
Dec 4, 20185 min read
End-of-the-Year Money Moves
If notable changes occurred in your life, you’ll want to review your finances before this year ends. Even if 2018 has been uneventful, it’s

John J. Diak, CFP®
Nov 6, 20183 min read
Retirees, Check Your Withholding
The IRS is using new withholding tables for 2018, so you may need to adjust the amount you have withheld - or the amount of your estimated t


John J. Diak, CFP®
Oct 2, 20183 min read
Getting Your Personal Finances in Shape
You need not wait for the new year to plan improvements to your finances. You can begin now. The last few months of the year give you a prim


John J. Diak, CFP®
Sep 18, 20183 min read
Financial Considerations When Buying a Car
A car is a big purchase. It’s worth taking your time and making sure that you’ve covered your bases in terms of making the most responsible


John J. Diak, CFP®
Aug 21, 20184 min read
Ways to Repair Your Credit Score
We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curve and that score


John J. Diak, CFP®
Jul 31, 20183 min read
Who Is Your Trusted Contact?
Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted c


John J. Diak, CFP®
Jun 26, 20184 min read
The A, B, C, & D of Medicare
Breaking down the basics of Medicare and what each part covers can get confusing. Whether your 65th birthday is on the horizon or decades aw


John J. Diak, CFP®
Jun 12, 20183 min read
Beware of Lifestyle Creep
As people establish themselves as doctors and lawyers, executives, and successful entrepreneurs, they see living well as a reward. It can ha


John J. Diak, CFP®
Jun 5, 20183 min read
Managing Money Well as a Couple
What are the keys in planning to grow wealthy together? At some point, you will have to ask yourselves some money questions – questions that


John J. Diak, CFP®
May 1, 20185 min read
The Major 2018 Federal Tax Changes
The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and house


John J. Diak, CFP®
Apr 24, 20183 min read
What Should You Keep?
The big picture of personal financial recordkeeping has not changed much. It is still wise to keep records pertaining to financial, health c


John J. Diak, CFP®
Apr 10, 201810 min read
2018: A First Quarter Review
Stocks rallied in January, corrected in February, and slumped in March as volatility and economic policy changes took some of the enthusiasm


John J. Diak, CFP®
Apr 10, 20183 min read
What Do You Have in Reserve for 2018?
Living without an emergency fund can invite worry. It is an anxiety too many households have had to accept. Plan to save a little each month
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