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Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes
Learn how to proactively review your insurance policies to avoid gaps and stay financially prepared.
John J. Diak, CFP®
Apr 76 min read


How to Prepare for Growing Healthcare Costs in Retirement
Worried about healthcare costs in retirement? Learn how strategic early planning can help safeguard your retirement savings.
John J. Diak, CFP®
May 6, 20245 min read


Understanding IRMAA: Financial Considerations for High-Earning Medicare Members
Find out how to navigate the complexities of IRMAA and make the most of your Medicare benefits with professional tips and strategies.
John J. Diak, CFP®
Jul 3, 20234 min read


What You Need to Know About Insurance When You Marry Later in Life
When you get married later in life it’s especially important to be sure you have the right insurance coverage to protect your loved ones.
John J. Diak, CFP®
Jan 3, 20225 min read


Factors to Consider When Buying Life Insurance
It’s important to be aware of what factors to consider when purchasing life insurance so that you have adequate coverage.
John J. Diak, CFP®
Aug 9, 20215 min read

What You Need to Know About Long-Term Care Insurance
Long-term care insurance pays for expenses that your health insurance won’t cover should you become disabled or otherwise unable to fully ca
John J. Diak, CFP®
Nov 12, 20195 min read

Smart Financial & Insurance Moves for New Parents
Becoming a new parent brings many new financial responsibilities. You’ll want to take care of the essentials in budgeting, insurance, and th
John J. Diak, CFP®
Nov 13, 20184 min read


A Look at HSAs
An HSA can potentially offer them: a pool of tax-exempt dollars for health care, a path to tax savings, even a possible source of retirement
John J. Diak, CFP®
Sep 4, 20183 min read


Watch for These Insurance Blind Spots
There are incidents that standard policies may not cover. Fundamental insurance coverage is often far ranging, but some risks to your busine
John J. Diak, CFP®
Jul 24, 20183 min read


How Much Do You Really Know About Long-Term Care?
How much does eldercare cost, and how do you arrange it when it is needed? In reality, government programs do not help the average household
John J. Diak, CFP®
Jul 17, 20184 min read

Avoid These Life Insurance Missteps
Are you about to buy life insurance? Shop carefully. Take your time when you look for life insurance, and compare your options. The more ins
John J. Diak, CFP®
May 22, 20183 min read
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