John J. Diak, CFP®Apr 2, 20183 min readAre 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
John J. Diak, CFP®Aug 22, 20173 min readHaving the Money Talk with Your ChildrenSome young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about fi
John J. Diak, CFP®Jul 18, 20173 min readWho Needs Estate Planning?If you don’t leave behind an estate plan, your family could face major legal issues and (possibly) bitter disputes; making the plan may leav