John J. Diak, CFP®Nov 3, 20153 minPlan Ahead for Gift GivingSpecial occasions often call for gift giving: a graduation in May, a wedding in June, an anniversary in July, and birthdays throughout...
John J. Diak, CFP®Oct 22, 20154 minFinancial Wellness Programs: Taking Employee Benefits to the Next LevelFinancial wellness. On the surface, it sounds like an elusive "trend du jour." But when it is considered in relation to the workplace,...