John J. Diak, CFP®Jan 2, 20183 min readTalking to Your Heirs About Your Estate PlanSome of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question i
John J. Diak, CFP®Dec 5, 20178 min readYour 2018 Financial To-Do ListWhat financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or bu
John J. Diak, CFP®Oct 31, 20173 min readUnderstanding the Gift TaxPractically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon