John J. Diak, CFP®Apr 1, 20163 minA Plan Sponsor ChecklistOnce a retirement savings plan has been approved and is in place, it's tempting for a plan sponsor to sit back and adopt an "I'm done,"...
John J. Diak, CFP®Mar 28, 20164 minPlan Ahead for Gift GivingPeople may think of holidays and birthdays as the major gift-giving occasions. But there are events that occur throughout the year that...
John J. Diak, CFP®Mar 15, 20162 minI'm a Single Parent. How Can I Get Ahead Financially?As a single parent, you need to understand the financial strategies that can stretch your income and help you lay the groundwork for a...
John J. Diak, CFP®Mar 10, 20162 minMarch MadnessMarch Madness is in the air. Even if you are not a fan of basketball, this is still a great time of year. We are wrapping up winter,...
John J. Diak, CFP®Mar 8, 20163 minMillennials: The "Slow and Steady" Generation of InvestorsWith some $30 trillion poised to change hands over the next several decades from parents and grandparents to so-called Millennials --...