John J. Diak, CFP®Jul 31, 20183 minWho 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 minThe A, B, C, & D of MedicareBreaking 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 minBeware of Lifestyle CreepAs 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 minManaging Money Well as a CoupleWhat are the keys in planning to grow wealthy together? At some point, you will have to ask yourselves some money questions – questions that