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.
Don’t Miss Your Boat: Plan for Insurance Changes Before Retirement
Peak Wealth Planning recommends a comprehensive review of your insurance coverage at least 10 years before your planned retirement.
Peter Newman, CFA®
Aug 27, 20206 min read
Answers to Your Top Social Security Questions
Americans become eligible for social security benefits between ages 62-67, but monthly benefits depend on how early you elect to start.
Peter Newman, CFA®
Aug 20, 20205 min read
How Long Will Your Money Last
How much you have saved and your retirement lifestyle are the leading factors to determine how long your money will last.
Peter Newman, CFA®
Aug 6, 20205 min read
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
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
bottom of page