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Your 2019 Financial To-Do List
What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or bu

John J. Diak, CFP®
Dec 11, 20188 min read


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


Is a SIMPLE IRA Right for Your Business?
Do you want a simple retirement plan you can implement easily as an independent contractor or small business owner? A SIMPLE IRA plan gives

John J. Diak, CFP®
Oct 17, 20173 min read
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