John J. Diak, CFP®Jan 2, 20183 minTalking 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 minYour 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 minUnderstanding 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