John J. Diak, CFP®Jul 6, 20173 minOne Couple, Two Different Retirements?Retirement planning is about the pursuit of a happy outcome – a fun and emotionally rewarding “second act” that spouses and partners can sha
John J. Diak, CFP®Jul 3, 20173 minWhat Are Your Odds of Being Audited?The rich are more likely to be audited – and so are the poor. After all, an audit of a wealthy taxpayer could result in a “big score” for th
John J. Diak, CFP®Jun 27, 20173 minInsurance and InvestmentsInsurance is a vital, necessary aspect of a long-term financial plan. Insurance may not be as exciting to the average person as investments,
John J. Diak, CFP®Jun 20, 20173 minWhy Retirees Need Good Credit ScoresTransUnion recently surveyed baby boomers and discovered that nearly half thought their credit scores would become less important after they
John J. Diak, CFP®Jun 13, 20173 minShould You Apply for Social Security Now or Later?You know how much retirement money you have. Other factors aren’t as foreseeable. You don’t know exactly how long you will live, so you can’