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Millennials: The "Slow and Steady" Generation of Investors
With some $30 trillion poised to change hands over the next several decades from parents and grandparents to so-called Millennials --...

John J. Diak, CFP®
Mar 8, 20163 min read


Make the Most of Your 401(k)
As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to...

John J. Diak, CFP®
Mar 7, 20164 min read


Your Credit Report: Can You Afford to Ignore It?
Federal law requires the three major nationwide consumer reporting companies -- Equifax, Experian, and TransUnion -- to each provide you...

John J. Diak, CFP®
Feb 23, 20163 min read


Budget Deal Curbs Social Security Claiming Options
Note that there is a four-month window in which these strategies will still be in effect in their current iterations. On Monday, November...

John J. Diak, CFP®
Feb 10, 20163 min read
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