John J. Diak, CFP®Oct 17, 20173 minIs 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®Sep 19, 20173 minDo You Have a Financial Wellness Program?What do your retirement plan participants wish you would offer? The answer could be “a little more help.” When workers have money issues in
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,...