John J. Diak, CFP®
10 Smart Tips for Getting Organized with Estate Planning
Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to
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John J. Diak, CFP®
Nov 13, 20184 min
Smart Financial & Insurance Moves for New Parents
Becoming a new parent brings many new financial responsibilities. You’ll want to take care of the essentials in budgeting, insurance, and th
John J. Diak, CFP®
Aug 6, 20184 min
Should You Leave Your IRA to a Child?
Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. It can get complicated.
John J. Diak, CFP®
Apr 2, 20183 min
Are Your Beneficiary Designations Up to Date?
Your beneficiary choices may seem obvious when you initially make them, time has a way of altering things. In a stretch of five or ten years
John J. Diak, CFP®
Jan 4, 20163 min
It's 2016: Do You Know Who Your Beneficiaries Are?
Many IRA owners may not be aware that after their death, the primary beneficiary -- usually the surviving spouse -- may have the right to...
John J. Diak, CFP®
Dec 1, 20155 min
Shielding Retirement Assets From Taxes
As hard as it is to believe, today's tax-advantaged plans -- including individual retirement accounts IRAs, 401(k)s, and rollover IRAs --...
John J. Diak, CFP®
Nov 10, 20154 min
Common Estate Planning Mistakes - and How to Avoid Them
Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices...
John J. Diak, CFP®
Sep 15, 20154 min
Beneficiary of a Trust? What You Need to Know
As a trust beneficiary, you have certain rights. Here are some things you may need to know to help keep your interests protected. If you...
John J. Diak, CFP®
Jul 7, 20153 min
It's 2015: Do You Know Who Your Beneficiaries Are?
Many investors have taken advantage of pretax contributions to their company's employer-sponsored retirement plan and/or make annual...
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