John J. Diak, CFP®Dec 4, 20185 minEnd-of-the-Year Money MovesIf 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®Nov 27, 20184 minPreparing to Retire SingleIn an ideal world, it would be simple to prepare to retire single. You would just save half as much as a couple saves, buy half as much insu
John J. Diak, CFP®Sep 11, 20183 minAre Changes Ahead for Retirement Accounts?This year, lawmakers are addressing the problem of Americans not saving enough for retirement, with a bill proposing big changes to IRAs and
John J. Diak, CFP®Feb 20, 20184 minThe Many Benefits of a Roth IRAThe Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning s