Oatley & Diak, LLC

06/01/2026

Does your family include a loved one who is mentally or physically disabled and qualifies for government benefits? If so, you may want to consider setting up a special needs trust.

If you have a disabled loved one, a special needs trust can give them access to additional assets without losing their benefits.

05/29/2026

Donor-advised funds (DAFs) offer a strategic way to manage your charitable giving with significant tax advantages. Learn how they, their benefits, and why they might be the perfect addition to your philanthropic strategy.

Donor-advised funds provide an efficient way to manage your philanthropy with tax efficiency and strategic flexibility.

05/27/2026

Are you using the most effective tools for your charitable contributions? Explore how Donor-Advised Funds can simplify your donations and maximize impact.

Donor-advised funds provide an efficient way to manage your philanthropy with tax efficiency and strategic flexibility.

05/26/2026

Ever wonder why we call them bull and bear markets? An etymology expert traces the terms back centuries, to a history that's part finance, part linguistics, and a little brutal. 🐂

How did two animals come to define Wall Street’s biggest swings? An etymology expert explains the origin of bull and bear markets.

05/25/2026

Accepting the job offer is just the beginning – don't get too comfortable with your initial compensation. As a success-oriented professional, it’s up to you to take charge of your career from day one. Start by documenting your achievements and building a record of accomplishments that you can leverage during future salary negotiations or bonus discussions. Supported by concrete evidence, provide reasons for your employer to pay you more. By being proactive and confident, you'll be better positioned to represent your value and progress in your new capacity.

05/25/2026

Today, we remember those who gave everything for our freedom. Let’s honor their legacy with gratitude and reflection.

05/22/2026

From new roles to financial goals, understand the nuances of aligning your finances seamlessly during every career shift.

Master the art of making sound financial decisions during career transitions.

05/20/2026

It’s not uncommon for those heading into retirement to recognize that they have more house than they need. Not only that, but they may recognize the home as an asset with value that can be better leveraged differently. Downsizing can become the answer they’re seeking.

Downsizing your home prior to retirement can free up cash while letting you keep your independence as you age.

05/18/2026

In the past, reviewing your Social Security Statement meant waiting for it to be sent in the mail. These days, you have the much more convenient option of accessing it through Social Security online services.

It’s important to review your Social Security statement for both accuracy and planning purposes, and doing so online is fast and easy.

05/16/2026

We salute the brave men and women who serve and protect our nation. Thank you for your dedication and sacrifice.