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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.
The Most Overlooked Item of Any Home Improvement
There is one very important item that you may overlook while planning home improvement — making certain you are properly insured.
Peter Newman, CFA®
Jun 3, 20212 min read
Savvy 60’s: Prepare for Your Go Go Years in Retirement
If you are in your 60’s and planning to retire or change jobs, here are six tips to prepare for your Go-Go Years.
Peter Newman, CFA®
Mar 25, 20214 min read
Fabulous 50s: Preparing for Retirement Success
If you missed out on becoming a multi-millionaire overnight with GameStop, chances are you may still need some investment advice.
Peter Newman, CFA®
Mar 18, 20214 min read
Grow Wealthy with Compounded Returns
During your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.
Peter Newman, CFA®
Mar 11, 20215 min read
Invest in Your Story: 7 Accounts to Optimize Saving
A long term investment strategy is a plan for your future. It aligns with the chapters of your memoir yet to be lived.
Peter Newman, CFA®
Mar 4, 20214 min read
Living your Best Life with Heart Disease
When a doctor mentions heart disease, you can be jolted from a mindset of uncomplicated living.
Peter Newman, CFA®
Feb 11, 20215 min read
Even the Wealthy Need a Budget
Once you know how much income you have and you compare that with your annual spending, you have three potential outcomes.
Peter Newman, CFA®
Jan 28, 20212 min read
How To Budget With a Fluctuating Income
If you have fluctuating income, ask your financial planner to help you invest and save for future goals using this strategy.
Peter Newman, CFA®
Jan 21, 20213 min read
Make Budgeting a Piece of Cake
The most important piece of advice you need to always remember is your income must be equal to or greater than your expenses.
Peter Newman, CFA®
Jan 14, 20215 min read
University of Illinois Voluntary Separation: Should I Do It?
If you need assistance evaluating these financial items, Peak Wealth Planning can guide you through this critical decision.
Peter Newman, CFA®
Jan 7, 20212 min read
What are Your Priorities: Where does Your Cash Go?
Starting with an important goal in mind will motivate you to tackle your budget.
Peter Newman, CFA®
Jan 7, 20214 min read
Make Up Your Mind Day
Make your decision and stick to it. Find success by reaching out to experts or really commit to doing your research.
Peter Newman, CFA®
Dec 31, 20203 min read
Give in 2020: Feel Good and Save on Taxes
“Money spent on others can buy happiness.”
Peter Newman, CFA®
Dec 24, 20204 min read
'Tis the Season to Reduce Tax Burden (part 2)
Pay less taxes through itemizing your deductions. It is like a gift from the U.S. Government.
Peter Newman, CFA®
Dec 10, 20204 min read
'Tis the Season to Reduce Tax Burden (part 1)
When your itemized deductions exceed the standard deduction, you pay less in taxes and keep more in your pocket.
Peter Newman, CFA®
Dec 3, 20204 min read
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