John J. Diak, CFP®Nov 17, 20153 minCalculating Taxes on Mutual FundsFor mutual fund investors, earnings come from two sources: fund distributions -- dividends or capital gains -- and the sale of fund...
John J. Diak, CFP®Nov 10, 20154 minCommon Estate Planning Mistakes - and How to Avoid ThemEstate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices...
John J. Diak, CFP®Nov 3, 20153 minPlan Ahead for Gift GivingSpecial occasions often call for gift giving: a graduation in May, a wedding in June, an anniversary in July, and birthdays throughout...
John J. Diak, CFP®Nov 3, 20153 minMillennials: The "Slow and Steady" Generation of InvestorsFor Millennials, the Great Recession was a wake-up call that investing presents real risks -- and their approach is to take steps to...
John J. Diak, CFP®Oct 22, 20154 minFinancial Wellness Programs: Taking Employee Benefits to the Next LevelFinancial wellness. On the surface, it sounds like an elusive "trend du jour." But when it is considered in relation to the workplace,...