Choices For 401k at Former Employer
Remember, don’t feel rushed into making a decision. You have time to consider your choices and may want to seek professional guidance.
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Peter Newman, CFA
- Feb 9
- 4 min
SECURE 2.0 Reforms May Impact Your Retirement Plans
Each of your retirement assets play a specific role in your overall strategy, so it’s important to look at how your accounts work together.
Peter Newman, CFA
- Jan 1
- 4 min
Plug the Leaks in Your Expenses
In the spirit of National Mentoring Month, I created 4 guides to help your financial wellness. Begin by plugging the leaks in your expenses.
Peter Newman, CFA
- Dec 15, 2022
- 3 min
4 Questions to Ask Before Buying a Vacation Home
Have you ever dreamt of calling your favorite travel destination home? Before you purchase a vacation home, consider these 4 points.
Peter Newman, CFA
- Oct 27, 2022
- 4 min
How Large A Slice Is ESOP In Your Retirement Pie
How much income can you generate from your assets? As an employee owner, your ESOP plan could be a large segment of your retirement pie.
Peter Newman, CFA
- Oct 13, 2022
- 4 min
How Much Retirement Income Will My ESOP Generate
As an employee owner, you have a handy wild card in your retirement planning portfolio – your ESOP plan.
Peter Newman, CFA
- Oct 6, 2022
- 3 min
Don’t Run Out of Money in Retirement
Those who are retiring unaware of these factors may risk outliving their money.
Peter Newman, CFA
- Sep 8, 2022
- 5 min
Estate Planning Checklist
Check to see if your estate strategy needs any adjustment. Begin by answering these 9 important questions.
Peter Newman, CFA
- Sep 1, 2022
- 4 min
6 Questions to Visualize Your Retirement
Time is your most valuable asset.
Peter Newman, CFA
- Aug 25, 2022
- 3 min
Use a Cash Bucket to Avoid Delaying Retirement
One strategy to reduce the risk of a stock market meltdown derailing your retirement is to use a Cash Bucket Strategy for your portfolio.
Peter Newman, CFA
- Aug 18, 2022
- 2 min
Summertime Financial Check Up
If these tips have you thinking, schedule a meeting with your financial advisor.
Peter Newman, CFA
- Aug 11, 2022
- 3 min
How to Retire Early
If you want to retire early, make sure your finances can support you and your household for the next several decades.
Peter Newman, CFA
- Aug 4, 2022
- 2 min
4 Tips for the Second Half of 2022
Are you comfortable with your progress towards future goals? Does the current economic condition have you rethinking your strategies?
Peter Newman, CFA
- Jun 23, 2022
- 5 min
Avoid Long Term Care Expense Surprises
It is important to work with your financial advisor to determine the type of coverage most suitable for your family’s needs.
Peter Newman, CFA
- Jun 16, 2022
- 5 min
529 Plan: A Flexible Investment Option
A 529 plan is an investment account designed to pay education expenses for your future student.
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