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Recognizing and Resolving Financial Infidelity
When money becomes a secret instead of a shared plan, relationships suffer. This article explores what financial infidelity looks like, why it happens, and how couples can begin the process of repair, financially and emotionally.
John J. Diak, CFP®
7 hours ago5 min read


How Credit Cards Can Support Financial Flexibility
Used thoughtfully, credit cards can do more than simplify payments. This article examines how disciplined credit card strategies can enhance financial structure, preserve liquidity, and support long-term planning goals.
John J. Diak, CFP®
Feb 26 min read


Don’t Leave Retirement Money Behind: How to Track Down Old 401(k)s
Think your retirement savings are all accounted for? Maybe not. An estimated 31.9 million 401(k) accounts have been forgotten, often costing savers more than they expect. Find out how to recover lost accounts and prevent future losses.
John J. Diak, CFP®
Jan 125 min read


Retirement Dress Rehearsal: Testing Your Financial Plan Before You Retire
A paper plan only gets you so far. Running a two-month retirement trial lets you experience your budget in real life, helping you refine your strategy and make adjustments now, before you’re relying on that plan to support your full-time retirement lifestyle.
John J. Diak, CFP®
Jan 54 min read


Caring for a Loved One? Here’s How to Ease the Financial and Emotional Burden of Caregiving
Caring for a parent or relative changes your life financially and emotionally. This article explores the real costs of caregiving, tools like tax breaks and workplace benefits, and ways to protect both what matters: your loved ones and your own well-being.
John J. Diak, CFP®
Dec 8, 20255 min read
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