Insurance Planning

John J. Diak, CFP®

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®

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®

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®

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®

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®

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®

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®

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®

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