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If these tips have you thinking, schedule a meeting with your financial advisor.

If you want to retire early, make sure your finances can support you and your household for the next several decades.

Are you comfortable with your progress towards future goals? Does the current economic condition have you rethinking your strategies?

SURS members will be impacted by the changes to the SURS Retirement Savings Plan. Learn the pros/cons of the SURS Secure Income Portfolio.

At Peak Wealth Planning, we advise our clients to protect their credit by placing fraud alerts on their credit files.

It is important to work with your financial advisor to determine the type of coverage most suitable for your family’s needs.

A 529 plan is an investment account designed to pay education expenses for your future student.

I bonds are a good investment vehicle for wealth building portfolios. They’re guaranteed and have tax-deferred, inflation-adjusted interest.

There’s a lot of buzz happening surrounding inflation rates increasing. But what is it? And, how does inflation work?

Life is complex and so is estate planning. Gain confidence by having a team help you plan ahead for all of life’s important decisions.

I reviewed my account beneficiaries and what I discovered cemented my beliefs on the importance of this practice.

If I don’t set goals for administrative issues like this, they tend to fall to the bottom of my list. I challenge you to do the same.

Employer plan sponsors periodically change available funds. This may create unintended consequences and additional burden for participants.

If you take out loans for your business, and pass away, your family may be on the hook for that debt. Life insurance protects your family.

Relying solely on the value of your business to carry you into retirement is a risky approach to retirement.

Running a successful small business requires a number of skills, but many business owners seem to forget they do not have to do it alone.

Business owners, to ensure you can experience retirement on your terms you need to proactively address these 3 items today.

If you participate in an ESOP, there are 6 questions you should be asking your employer.

What does ESOP diversification mean? And, how will ESOP distribution impact you during your retirement planning?

Most employees who participate in an ESOP are eligible to begin getting paid for their stock at age 55 and age 60.

ESOP and 401k plan differences: who funds them, how much is contributed, what investments are available, and when you can withdraw money.

Employees who work at companies where profits grow consistently will enjoy a corresponding ESOP value growth.

Peter Newman outlined 3 mindset shifts that he needed to make to succeed as a wealth manager.

Even though he could come up with a good decision after hundreds of hours of research, he would rather outsource that work to an expert.