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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


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 115 min read


How to Safeguard Your Identity in a Digital World
With identity theft cases on the rise, knowing how to protect your information is more important than ever. This article walks through what to watch for, when to take action, and how to build stronger defenses.

John J. Diak, CFP®
Aug 46 min read


7 Simple Strategies to Protect Your Financial Data Online
Managing your money online is convenient, but it comes with growing cybersecurity risks. Scammers are getting smarter, and attacks often start with human error, not high-level hacking. Here's how to reduce your risk with practical, proactive steps.

John J. Diak, CFP®
Jul 146 min read


Is Your Portfolio Scattered? 4 Reasons to Consolidate Your Investment Accounts
A patchwork portfolio may not hurt you now, but over time, it can quietly erode returns and complicate planning. This guide explains the benefits of consolidating your investments where appropriate, how to get started, and why it’s worth reviewing your full financial picture.

John J. Diak, CFP®
Jul 75 min read


Shred, Save, or Toss? How to Handle Your Financial Documents
Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.

John J. Diak, CFP®
Jun 95 min read


Financially Savvy Home Renovations: Plan, Budget, and Build
Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

John J. Diak, CFP®
May 125 min read


Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You
Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

John J. Diak, CFP®
May 56 min read


Spring Clean Your Finances: 5 Easy Steps to Get Organized
Ready to take control of your finances this Spring? A little organization and planning can help you stay aligned with your long-term goals.

John J. Diak, CFP®
Mar 105 min read


Why Reviewing Your Social Security Statement Matters and How to Get Started
A quick review of your Social Security Statement can prevent errors, ensure accurate benefits, and even catch fraud.

John J. Diak, CFP®
Mar 36 min read


Streamline Your Digital Life: Smart Strategies for Managing Subscriptions
How much are your subscriptions really costing you? Discover simple ways to regain control of your digital life and your wallet.

John J. Diak, CFP®
Feb 104 min read


How Couples Can Benefit from Regular Money Dates
Transform your approach to money management with a date night twist! Learn how couples can use money dates to tackle financial planning.

John J. Diak, CFP®
Jan 135 min read


From Budgeting to Credit Monitoring: Essential Apps for Financial Wellness
From simplifying daily budget tracking to tracking savings goals, these apps can revolutionize how you manage money.

John J. Diak, CFP®
Dec 9, 20245 min read


Stay Organized in Retirement with This Month-by-Month Financial Checklist
From January resolutions to December reflections, our retirement calendar helps you manage every aspect of your financial life seamlessly.

John J. Diak, CFP®
Dec 3, 20247 min read


Refinancing High-Interest Debt: Strategies for Relief
High-interest debt can be overwhelming. Find out if refinancing could help you save money and accelerate your path to being debt-free.

John J. Diak, CFP®
Sep 9, 20245 min read


Are You Prepared to Be an Empty Nester?
As children leave home for college or careers, parents face the transition to an empty nest. Here's how to prepare yourself for this season.

John J. Diak, CFP®
Aug 19, 20244 min read


Beat Investment Anxiety: How to Stay Calm in Volatile Markets
Learn how to stay focused on long-term goals and manage stress with informed decisions, even during market fluctuations.

John J. Diak, CFP®
Aug 5, 20244 min read


Overcoming Negativity Bias in Your Personal Finance Journey
Discover how negativity bias affects financial decision-making and learn strategies to maintain a positive perspective.

John J. Diak, CFP®
Jul 22, 20245 min read


Relocating for Family: A Parent's Guide to Making the Right Choice
Explore how to decide if relocating aligns with your family’s immediate needs and long-term goals.

John J. Diak, CFP®
Jun 17, 20245 min read
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