John J. Diak, CFP®Sep 11, 20183 minAre 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
John J. Diak, CFP®Aug 28, 20184 minFinancial Fraudsters Preying on Boomers & EldersSometimes liars, scammers, and fraudsters try to pitch any number of too-good-to-be-true “investment opportunities” to retirees. You have go
John J. Diak, CFP®Aug 14, 20183 minFinancial Elder Abuse: Perception vs. RealityAs you read or hear stories about seniors being financially exploited, you may think: not me. Your parents? Same thing. They are too smart a
John J. Diak, CFP®Jul 3, 20183 minChoosing a Financial ProfessionalWhen 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