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John J. Diak, CFP®
Jan 2, 20183 min read
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
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John J. Diak, CFP®
Dec 5, 20178 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
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John J. Diak, CFP®
Oct 31, 20173 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
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