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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.
Chart your Investments for Retirement
Use Cash Bucket Strategy as part of your portfolio to reduce the risk of stock market downturn derailing your retirement.
Peter Newman, CFA®
Dec 16, 20214 min read
Stay the Course by Embracing Sequence Risk
Many individuals panic and sell their stock portfolio when markets are down because they don’t fully understand the sequence of returns.
Peter Newman, CFA®
Dec 9, 20212 min read
What’s Your Risk Tolerance
All investments carry some level of risk. And in general, the greater the risk an investment carries, the higher its potential return.
Peter Newman, CFA®
Dec 2, 20213 min read
Is Your Family Really Protected?
Life insurance is meant to protect your family’s financial security when you die. But having just any life insurance policy doesn’t cut it.
Peter Newman, CFA®
Oct 28, 20214 min read
Will Inflation Erode Your Future?
Inflation is when the buying power of an individual dollar decreases as the price of everything has increased.
Peter Newman, CFA®
Oct 21, 20214 min read
Avoid the 50% Tax Penalty on Your IRA Withdrawal
All too often, owners of traditional IRA plans make a costly mistake.
Peter Newman, CFA®
Oct 7, 20214 min read
Steps to Close Out an Estate After a Loved One Dies
In recognition of this reality, Peak Wealth Planning has assembled a checklist that you may find useful at such a time. Download it here.
Peter Newman, CFA®
Sep 30, 20216 min read
Pros and Cons of a Living Trust
A living trust is a popular consideration in many estate strategy conversations, but its suitability depends on your individual objectives.
Peter Newman, CFA®
Sep 16, 20213 min read
Essential Estate Planning Documents
In order to allow loved ones to manage your healthcare wishes and financial matters there are several documents you should consider.
Peter Newman, CFA®
Sep 9, 20212 min read
Have you Prepared for the Inevitable?
You have worked hard to create a legacy for your loved ones. You deserve to decide what becomes of it.
Peter Newman, CFA®
Sep 3, 20213 min read
How Can a Financial Representative Help Me?
A financial advisor can help you understand your current financial circumstance and develop strategies to take you toward your future goals.
Peter Newman, CFA®
Aug 27, 20213 min read
What Should I Know About My Retirement Plan?
University employees, a financial advisor can design a financial strategy to maximize your retirement income while protecting your wealth.
Peter Newman, CFA®
Aug 20, 20214 min read
How Will I Pay for Health Care in Retirement?
Health care expenses are a major concern for today’s retirees. Those who aren’t planning ahead may find themselves in trouble down the road.
Peter Newman, CFA®
Aug 13, 20214 min read
When Can I Afford to Retire?
Today’s retirement culture demands that retirees develop personalized retirement strategies that reflect their unique financial life.
Peter Newman, CFA®
Aug 6, 20214 min read
Insuring Your Second Home
Your homeowners policy may allow for coverage of two properties under one policy, but there are unique risks with a second home.
Peter Newman, CFA®
Jun 17, 20213 min read
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