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Tax Scams & Schemes
Every year, scammers target taxpayers with schemes designed to separate them from their money, and some taxpayers try to outsmart the IRS to

John J. Diak, CFP®
Jan 22, 20194 min read


Talking to Your Heirs About Your Estate Plan
Some 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®
Jan 2, 20183 min read


Understanding the Gift Tax
Practically 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

John J. Diak, CFP®
Oct 31, 20173 min read
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