John J. Diak, CFP®
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
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 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
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
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
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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