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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
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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
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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
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John J. Diak, CFP®
Oct 9, 20183 min read
5 Retirement Concerns Too Often Overlooked
As part of your preparation for retirement, give these financial matters some thought. Enjoy the here and now, but recognize the potential f
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John J. Diak, CFP®
Sep 4, 20183 min read
A Look at HSAs
An HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement
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John J. Diak, CFP®
Nov 21, 20173 min read
Are REITs Right for You?
These investments let you own real estate without having to be a landlord. By getting into a REIT, you can gain an ownership interest in pri
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John J. Diak, CFP®
Oct 31, 20173 min read
Understanding the Gift Tax
Practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon
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