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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.
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 23, 20225 min read
529 Plan: A Flexible Investment Option
A 529 plan is an investment account designed to pay education expenses for your future student.
Peter Newman, CFA®
Jun 16, 20225 min read
Combat Inflation with I Bonds
I bonds are a good investment vehicle for wealth building portfolios. They’re guaranteed and have tax-deferred, inflation-adjusted interest.
Nathan Gale, CFP®
Jun 9, 20224 min read
Keep Your Trustees And Agents Up To Date
If I don’t set goals for administrative issues like this, they tend to fall to the bottom of my list. I challenge you to do the same.
Peter Newman, CFA®
May 12, 20224 min read
Benefits of Consolidating Your Retirement Accounts
Employer plan sponsors periodically change available funds. This may create unintended consequences and additional burden for participants.
Peter Newman, CFA®
May 5, 20223 min read
From Endowment to Wealth Management: The Mindset Shifts of Peter Newman
Peter Newman outlined 3 mindset shifts that he needed to make to succeed as a wealth manager.
Peter Newman, CFA®
Mar 1, 20223 min read
Lighten the Burden of Financial Decisions
Even though he could come up with a good decision after hundreds of hours of research, he would rather outsource that work to an expert.
Peter Newman, CFA®
Feb 24, 20223 min read
4 Questions to Improve Investment Outcomes
Ask yourself these four questions the next time you plan to make an investment decision.
Peter Newman, CFA®
Feb 17, 20223 min read
Stress Makes for Poor Investments
Humans are not always great at making rational decisions during good times, but stress may lead to poor investment choices.
Peter Newman, CFA®
Feb 10, 20223 min read
Make Debt Work for You
If you are experiencing debt-related stress, you should consider attacking the root of the problem.
Peter Newman, CFA®
Feb 3, 20223 min read
Realize Your Dreams by Setting Goals
All the projections that your advisor comes up with mean nothing unless they represent those things that are dear to your heart.
Peter Newman, CFA®
Jan 27, 20223 min read
Why Your Net Worth Matters
Tracking net worth lets you understand your current financial situation and it gives you a reference point to measure progress toward goals.
Peter Newman, CFA®
Jan 20, 20224 min read
How to Create and Maintain Your Budget
Keeping a budget provides you with information regarding your spending habits and brings your priorities into focus.
Peter Newman, CFA®
Jan 14, 20226 min read
What Return Should I Expect From Investments?
The most important question for investors is: What is the long-term average annual return of stocks, real estate, and bonds?
Peter Newman, CFA®
Dec 30, 20213 min read
Withdrawal Rate for Your Retirement Paycheck
As part of Peak Wealth’s financial education mission, we’d like you to gain an understanding of withdrawal rates on your retirement savings.
Peter Newman, CFA®
Dec 23, 20215 min read
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