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Lifestyle
Lifestyle is the choices you make in forming the life you want. It is balancing leisure, emotion, finance and physical health in retirement.


5 Simple Rules for Eating Heart Healthy
There are 5 rules to eating a heart healthy diet: focus on fiber, reduce fats, limit sodium, manage portions, and cook at home more often.

Peter Newman, CFA®
Feb 25, 20216 min read


5 Things You Can Do To Lower Your Risk of Heart Disease
Make it a goal this month to make progress towards improving your heart health.

Peter Newman, CFA®
Feb 4, 20214 min read


4 Strategies to Turn Home Equity into Retirement Income
This article focuses on using the equity in your home to meet your income needs or lower your expenses.

Peter Newman, CFA®
Jul 9, 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


Avoid The Latest Text Message Scam
Awareness and education are your best defenses against scams.

Peter Newman, CFA®
Dec 19, 20192 min read


Prepare for Your Retirement on a Fixed Income
How to Make a Retirement Budget that Works for Your Lifestyle

Peter Newman, CFA®
Oct 7, 20193 min read
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