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®Apr 2, 20183 minAre Your Beneficiary Designations Up to Date?Your beneficiary choices may seem obvious when you initially make them, time has a way of altering things. In a stretch of five or ten years