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    303.221.1900
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    Some Changes Are Coming for 401(k)s
    John J. Diak, CFP®
    • Jan 8, 2019
    • 3 min

    Some Changes Are Coming for 401(k)s

    Changes are coming to 401(k)s in 2019 affecting employees who borrow from their plan and then leave their job, employees who receive hardshi
    Social Security Gets Its Biggest Boost in Years
    John J. Diak, CFP®
    • Jan 1, 2019
    • 3 min

    Social Security Gets Its Biggest Boost in Years

    Seniors can look forward to the biggest boost in Social Security benefits that they’ve seen in years. The Social Security Administration has
    When You Retire Without Enough
    John J. Diak, CFP®
    • Dec 4, 2018
    • 3 min

    When You Retire Without Enough

    If you start your retirement with inadequate savings, you may end up living a watered down version of your retirement dreams.
    Preparing to Retire Single
    John J. Diak, CFP®
    • Nov 27, 2018
    • 4 min

    Preparing to Retire Single

    In an ideal world, it would be simple to prepare to retire single. You would just save half as much as a couple saves, buy half as much insu
    Retirees, Check Your Withholding
    John J. Diak, CFP®
    • Nov 6, 2018
    • 3 min

    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
    Debunking a Few Popular Retirement Myths
    John J. Diak, CFP®
    • Oct 23, 2018
    • 4 min

    Debunking a Few Popular Retirement Myths

    Some retirement myths have been around for decades, while others are have recently joined their ranks. Take a look at these seven popular re
    Underappreciated Options for Building Retirement Savings
    John J. Diak, CFP®
    • Oct 16, 2018
    • 4 min

    Underappreciated Options for Building Retirement Savings

    When saving for retirement, you aren’t limited to traditional accounts. There are several less common retirement savings accounts worthy of
    5 Retirement Concerns Too Often Overlooked
    John J. Diak, CFP®
    • Oct 9, 2018
    • 3 min

    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
    Starting a Roth IRA for a Child or Grandchild
    John J. Diak, CFP®
    • Sep 25, 2018
    • 4 min

    Starting a Roth IRA for a Child or Grandchild

    If you have a child or grandchild earning some income with a summer or after school job, you could help them save for future goals by assis
    Are Changes Ahead for Retirement Accounts?
    John J. Diak, CFP®
    • Sep 11, 2018
    • 3 min

    Are Changes Ahead for Retirement Accounts?

    This year, lawmakers are addressing the problem of Americans not saving enough for retirement, with a bill proposing big changes to IRAs and
    Financial Fraudsters Preying on Boomers & Elders
    John J. Diak, CFP®
    • Aug 28, 2018
    • 4 min

    Financial Fraudsters Preying on Boomers & Elders

    Sometimes liars, scammers, and fraudsters try to pitch any number of too-good-to-be-true “investment opportunities” to retirees. You have go
    Financial Elder Abuse: Perception vs. Reality
    John J. Diak, CFP®
    • Aug 14, 2018
    • 3 min

    Financial Elder Abuse: Perception vs. Reality

    As you read or hear stories about seniors being financially exploited, you may think: not me. Your parents? Same thing. They are too smart a
    Choosing a Financial Professional
    John J. Diak, CFP®
    • Jul 3, 2018
    • 3 min

    Choosing a Financial Professional

    When we buy a car or a house, consider a school for our children, or plan our next vacation we take our time, shop around, and consider our
    The A, B, C, & D of Medicare
    John J. Diak, CFP®
    • Jun 26, 2018
    • 4 min

    The A, B, C, & D of Medicare

    Breaking down the basics of Medicare and what each part covers can get confusing. Whether your 65th birthday is on the horizon or decades aw
    Retirement Planning Weak Spots
    John J. Diak, CFP®
    • Jun 19, 2018
    • 3 min

    Retirement Planning Weak Spots

    The biggest weakness is not having a plan at all. How many households save for retirement with a number in mind – the dollar figure their re
    Adjusting Your Portfolio as You Age
    John J. Diak, CFP®
    • May 29, 2018
    • 3 min

    Adjusting Your Portfolio as You Age

    As you approach retirement, it may be time to pay more attention to investment risk. Rebalancing your portfolio with your time horizon in mi
    The Pros & Cons of Roth IRA Conversions
    John J. Diak, CFP®
    • May 15, 2018
    • 4 min

    The Pros & Cons of Roth IRA Conversions

    What are the potential benefits and drawbacks of a Roth IRA conversion? If you own a traditional IRA, perhaps you have thought about convert
    For Retirement, Income Matters as Much as Savings
    John J. Diak, CFP®
    • Apr 17, 2018
    • 3 min

    For Retirement, Income Matters as Much as Savings

    Although your retirement benefits may be taxed, more retirement income is decidedly better than less – and a key part of retirement planning
    2018: A First Quarter Review
    John J. Diak, CFP®
    • Apr 10, 2018
    • 10 min

    2018: A First Quarter Review

    Stocks rallied in January, corrected in February, and slumped in March as volatility and economic policy changes took some of the enthusiasm
    What Do You Have in Reserve for 2018?
    John J. Diak, CFP®
    • Apr 10, 2018
    • 3 min

    What Do You Have in Reserve for 2018?

    Living without an emergency fund can invite worry. It is an anxiety too many households have had to accept. Plan to save a little each month
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