John J. Diak, CFP®
Why and When Should I Review My Retirement Contributions?
Regularly reviewing your contributions and adjusting them as needed is the best way to reach your retirement goals.
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John J. Diak, CFP®
Apr 14, 20204 min read
3 Steps to Save for Retirement When You're Self-Employed
There are several plans you can take advantage of and ways to invest your money to help you save for the retirement you dream of.
John J. Diak, CFP®
Feb 25, 20204 min read
Living Your Best Retirement
In order to have the kind of life you desire after retirement you must make saving, investing, and proper planning a priority.
John J. Diak, CFP®
Feb 10, 20204 min read
Unique Issues Women Face When Planning for Retirement
While women are earning more than ever in recent decades, they still face many unique financial challenges when planning for retirement.
John J. Diak, CFP®
Jan 15, 20205 min read
The SECURE Act
With the passing of the SECURE Act in December 2019, Americans will need to educate themselves on the changes to their retirement plans.
John J. Diak, CFP®
Nov 19, 20194 min read
When Should You Retire?
Although it is important to understand your Social Security retirement benefits, you’ll need to keep in mind that just because you have reac
John J. Diak, CFP®
Aug 27, 20196 min read
Strategies for Retirement Account Distributions
When the time comes for you to begin taking required minimum distributions (RMDs) from your retirement accounts, there are strategies you ca
John J. Diak, CFP®
May 27, 20196 min read
9 Common Questions About Social Security Benefits Answered
Knowing the answers to these nine common questions about Social Security benefits can help you avoid costly mistakes.
John J. Diak, CFP®
Mar 26, 20192 min read
Have You Budgeted for Retirement?
Whether you’re nearing retirement or have many years to go, calculating what your retirement budget will be will help you plan and make the
John J. Diak, CFP®
Mar 12, 20192 min read
Social Security by the Numbers
Here are some facts about the Social Security program you may not know.
John J. Diak, CFP®
Mar 5, 20194 min read
Financially Savvy Ways to Travel
Enjoy your next vacation without going into debt. We all enjoy taking time off to travel and spend time away from our busy lives, but...
John J. Diak, CFP®
Feb 12, 20193 min read
Traditional vs. Roth IRAs
There are two types of IRAs you can use for retirement investments: Roth IRAs and traditional IRAs. While they share similarities, there are
John J. Diak, CFP®
Jan 29, 20193 min read
A Retirement Fact Sheet
What financial facts should you consider as you retire? What monetary realities might you need to acknowledge as your retirement progresses
John J. Diak, CFP®
Jan 8, 20193 min read
Some Changes Are Coming for 401(k)s
Changes are coming to 401(k)s in 2019 affecting employees who borrow from their plan and then leave their job, employees who receive hardshi
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 4, 20183 min read
When You Retire Without Enough
If you start your retirement with inadequate savings, you may end up living a watered down version of your retirement dreams.
John J. Diak, CFP®
Nov 27, 20184 min read
Preparing to Retire Single
In an ideal world, it would be simple to prepare to retire single. You would just save half as much as a couple saves, buy half as much insu
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 23, 20184 min read
Debunking a Few Popular Retirement Myths
Some retirement myths have been around for decades, while others are have recently joined their ranks. Take a look at these seven popular re
John J. Diak, CFP®
Oct 16, 20184 min read
Underappreciated Options for Building Retirement Savings
When saving for retirement, you aren’t limited to traditional accounts. There are several less common retirement savings accounts worthy of
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