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John J. Diak, CFP®
Aug 6, 20184 min read
Should You Leave Your IRA to a Child?
Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. It can get complicated.


John J. Diak, CFP®
Jul 31, 20183 min read
Who Is Your Trusted Contact?
Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted c


John J. Diak, CFP®
Sep 15, 20154 min read
Beneficiary of a Trust? What You Need to Know
As a trust beneficiary, you have certain rights. Here are some things you may need to know to help keep your interests protected. If you...
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