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Talking to Your Heirs About Your Estate Plan
Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question i
John J. Diak, CFP®
Jan 2, 20183 min read


Your 2018 Financial To-Do List
What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or bu
John J. Diak, CFP®
Dec 5, 20178 min read


Understanding the Gift Tax
Practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their mon
John J. Diak, CFP®
Oct 31, 20173 min read
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