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How to Make Holiday Giving a Meaningful Family Tradition
Want to make holiday traditions more meaningful? Discover how charitable giving can unite your family, reflect your values, and create lasting impact beyond the season.
John J. Diak, CFP®
Nov 105 min read


Winter Wellness Strategies to Boost Energy, Mood, and Resilience
When winter routines slip, so can your energy, focus, and well-being. Learn how to combat seasonal sluggishness with simple habits that support your health and mindset—without needing a complete lifestyle overhaul.
John J. Diak, CFP®
Nov 35 min read


2025 Estate Planning Checklist: Key Documents to Review Now
Estate planning isn’t set-it-and-forget-it. With new tax laws and life changes, now’s the time to review your estate documents to keep your legacy aligned with your goals.
John J. Diak, CFP®
Oct 137 min read


Medicare Open Enrollment: What to Know Before You Choose
Medicare open enrollment is your annual opportunity to reassess your healthcare coverage. Learn what you can change, what to evaluate, and how to avoid higher costs or gaps in coverage before the window closes.
John J. Diak, CFP®
Oct 75 min read


From Piggy Banks to Philanthropy: Raising Charitable-Minded Kids
Teaching children the value of giving doesn't require large donations. It starts with small, consistent actions. This article offers practical strategies for raising charitable kids through empathy, family involvement, and hands-on giving opportunities that grow with them.
John J. Diak, CFP®
Sep 154 min read
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