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End-of-the-Year Money Moves
If notable changes occurred in your life, you’ll want to review your finances before this year ends. Even if 2018 has been uneventful, it’s
John J. Diak, CFP®
Dec 4, 20185 min read

Preparing to Retire Single
In an ideal world, it would be simple to prepare to retire single. You would just save half as much as a couple saves, buy half as much insu
John J. Diak, CFP®
Nov 27, 20184 min read


Are 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®
Sep 11, 20183 min read


The Many Benefits of a Roth IRA
The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning s
John J. Diak, CFP®
Feb 20, 20184 min read


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®
Dec 1, 20155 min read


When Changing Jobs, It Pays to Keep Track of Your 401(k)
Americans are on the move, not only in their leisure pursuits, but in their jobs as well. According to the Bureau of Labor Statistics,...
John J. Diak, CFP®
Nov 24, 20153 min read


What Is A Custodial IRA?
A custodial IRA is an IRA managed by a parent or guardian for the benefit of a minor child, as long as that child works and has earned...
John J. Diak, CFP®
Sep 24, 20152 min read


Retirement Confidence: It's All In The Plan
Americans' confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and...
John J. Diak, CFP®
Aug 19, 20153 min read
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