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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.
Who Should Be Your Life Insurance Beneficiary?
Life insurance is a complex topic. If you need guidance, please don’t delay. Reach out to me. Tomorrow is never guaranteed to anyone.
Peter Newman, CFA®
Jul 30, 20204 min read
Life Insurance Explained: Term vs Whole
This article will dive into the key differences between the two primary versions of life insurance available to you - Term and Whole.
Peter Newman, CFA®
Jul 23, 20204 min read
There's a Global Pandemic. Should I Have Life Insurance?
Jeff wanted to know more about life insurance and reducing financial risk for his family. This is some of the information I shared with him.
Peter Newman, CFA®
Jul 16, 20204 min read
Three Reasons to Get a Health Savings Account
HSA is a powerful tax free savings tool that can be used in later years for health and insurance related expenses.
Peter Newman, CFA®
Jul 2, 20204 min read
Enjoy Your Retirement Road Trip
There are three main steps to retirement planning. Visualize where you want to be and review whether your finances will take you there.
Peter Newman, CFA®
Jun 23, 20203 min read
3 Secrets to Financial Wellness for Gen-X
Gen-Xers, Are you confident with the choices you’ve made towards your financial wellness? Are you on track to a healthy retirement income?
Peter Newman, CFA®
Jun 18, 20204 min read
Avoid These 4 Major Millennial Financial Mistakes
Folks who are plagued by financial stress in their early 30’s have 4 common issues. Learn what they are and how to combat them.
Peter Newman, CFA®
Jun 11, 20205 min read
Financial Wellness for Your Employees
Developing a financial wellness program helps to support good financial habits, which will ease stress, increase productivity, and...
Peter Newman, CFA®
Jun 4, 20204 min read
3 Surprising Benefits of Gardening & Why You Should Be Doing It
Along with its numerous health benefits, the way I garden is similar to serving our clients through financial planning and investment.
Peter Newman, CFA®
May 7, 20203 min read
Witness the Power of Good Advice
Peak Wealth Planning tailors their services to the specific needs of ESOP clients by using these 3 steps to preserve and grow wealth.
Peter Newman, CFA®
Apr 30, 20204 min read
Protect What You’ve Built
While many of us are working remotely from home, this is a great opportunity to spend 30 minutes each day to protect what you’ve built.
Peter Newman, CFA®
Apr 23, 20203 min read
Pandemic Proof Your Retirement
Are you planning to retire within the next 12 months? Here are 4 immediate actions you can take to protect what you've built.
Peter Newman, CFA®
Apr 16, 20202 min read
6 Ways to Protect Your Financial Future
If you’ve learned anything in the year 2020, life will throw some unexpected twists and turns. Are you protecting your financial future?
Peter Newman, CFA®
Apr 9, 20203 min read
3 Questions about Planning and Paying for Alzheimer's Care
Receiving a diagnosis of Alzheimer's can feel overwhelming, bringing a mix of emotions—fear, uncertainty, and perhaps relief in...
Peter Newman, CFA®
Mar 14, 20203 min read
Top 4 Questions Employee Owner Ask Preparing for Retirement
If you are 10 years from retirement and an employee-owner, keep these 4 questions in mind.
Peter Newman, CFA®
Mar 9, 20204 min read
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