top of page
Search


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


Wellness and Wealth: Investing in Your Long-Term Health
Adopting a healthy lifestyle enhances more than just physical health—it boosts your overall life satisfaction and financial stability too.

John J. Diak, CFP®
Jun 3, 20246 min read


How to Make Your Staycation Feel Like a Vacation
Summer's on its way, and you don't need to travel far to enjoy a refreshing break. Discover the benefits of a staycation this year.

John J. Diak, CFP®
May 15, 20235 min read


Making a Difference: How to Organize a Fundraiser for Your Cause
Organizing a fundraiser for a cause close to your heart is a rewarding way to make a difference.

John J. Diak, CFP®
Mar 6, 20234 min read


How to Invest Your Energy Wisely for Greater Personal and Professional Returns
Your energy, like time and money, is a limited resource. Wisely spending it will give you a positive return on investment.

John J. Diak, CFP®
Oct 17, 20224 min read


6 Tips to Avoid Overspending on Your Summer Vacation
Overspending on summer vacation can hurt your wallet long after your holiday is over. These six tips can help you stay in budget.

John J. Diak, CFP®
May 16, 20225 min read


Pet Ownership Can Be Costly But the Benefits Are Priceless
Owning a pet can bring you much enjoyment and may even have health benefits, but consider the expenses before you make the commitment.

John J. Diak, CFP®
Apr 25, 20224 min read


5 Ways to Stay Active This Winter
There’s no question that being active—both mentally and physically—is important year-round, but in the wintertime, it’s even more critical.

John J. Diak, CFP®
Nov 22, 20216 min read
bottom of page