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5 Costly 401(k) Mistakes That Could Shrink Your Retirement Savings
A 401(k) is designed to build retirement security over decades, yet overlooked details can reduce its effectiveness. Taking a closer look at five common mistakes can help you better position your retirement savings for stability and growth.
John J. Diak, CFP®
May 115 min read


New Login Rules for Social Security and Medicare Could Disrupt Access
Struggling to log in to your Social Security or Medicare account? A new federal login system may be to blame. Learn what changed, why it matters, and how to stay connected to the benefits you rely on.
John J. Diak, CFP®
Apr 65 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
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