top of page
Search
Financial Planning
A financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.
Insurance Review: New Child, New Driver, or New Home
Raising children can increase your insurance needs and heightens the urgency for being prepared.
Peter Newman, CFA®
Apr 20, 20234 min read
Disability Insurance For Income Protection
Disability insurance replaces your income if you are unable to work or can’t perform your job duties with a corresponding income reduction.
Peter Newman, CFA®
Apr 13, 20236 min read
Using Insurance to Transfer Risk: Safeguarding Your Lifestyle
Learn how insurance protects your wealth by identifying, quantifying, and transferring risks to safeguard your lifestyle.
Peter Newman, CFA®
Apr 6, 20233 min read
Protecting Your Cash and Investments in a Banking Crisis
Understand FDIC insurance and Treasury-only money market or bond fund options to help safeguard investments when a banking crisis threatens.
Peter Newman, CFA®
Mar 29, 20234 min read
Find Forgotten Retirement Accounts
Discover if you’ve left money at a former employer’s retirement plan. The time spent could be well worth the effort.
Peter Newman, CFA®
Feb 23, 20233 min read
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.
Peter Newman, CFA®
Feb 16, 20233 min read
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®
Feb 9, 20234 min read
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®
Jan 1, 20234 min read
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®
Dec 15, 20223 min read
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 27, 20224 min read
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 13, 20224 min read
Don’t Run Out of Money in Retirement
Those who are retiring unaware of these factors may risk outliving their money.
Peter Newman, CFA®
Oct 6, 20223 min read
Estate Planning Checklist
Check to see if your estate strategy needs any adjustment. Begin by answering these 9 important questions.
Peter Newman, CFA®
Sep 8, 20225 min read
6 Questions to Visualize Your Retirement
Time is your most valuable asset.
Peter Newman, CFA®
Sep 1, 20224 min read
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 25, 20223 min read
bottom of page