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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®
1 hour ago5 min read


OBBBA Brings Big Changes to 529 Plans and New Opportunities for Families
The OBBBA’s 2025 updates to 529 plans expand how families can use education savings, from higher education to K–12 learning and career training, with more flexibility and increased withdrawal limits.
John J. Diak, CFP®
Dec 14 min read


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
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