John J. Diak, CFP®May 1, 20198 min10 Smart Tips for Getting Organized with Estate PlanningCreating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to
John J. Diak, CFP®Nov 13, 20184 minSmart Financial & Insurance Moves for New ParentsBecoming 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 minShould 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 minAre 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