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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®
Dec 8, 20255 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 7, 20255 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 15, 20254 min read


Maximize Your Employee Benefits During Open Enrollment
Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.
John J. Diak, CFP®
Aug 11, 20255 min read
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