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®Nov 14, 20173 minTalking to Your Kids About Your WealthIf you have children, at some point they may discern how wealthy you are – and in turn, learn how “rich” they are. How will you handle that
John J. Diak, CFP®Jul 25, 20172 minInvesting in Your BeliefsMany investors wind up buying shares of companies whose beliefs and business practices are far removed from their own. Often, they simply ha