Ultra-wealthy Should Plan for 40% Estate Tax
Just because your estate isn't hit with the federal estate tax, that doesn't necessarily mean you're completely off the hook.
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Peter Newman, CFA
- Oct 7, 2021
- 4 min
Avoid the 50% Tax Penalty on Your IRA Withdrawal
All too often, owners of traditional IRA plans make a costly mistake.
Peter Newman, CFA
- Sep 30, 2021
- 6 min
Steps to Close Out an Estate After a Loved One Dies
In recognition of this reality, Peak Wealth Planning has assembled a checklist that you may find useful at such a time. Download it here.
Peter Newman, CFA
- Sep 23, 2021
- 4 min
How to Choose an Executor for your Will
How do you choose an executor? Can anyone do it? What makes an individual a good choice?
Peter Newman, CFA
- Sep 16, 2021
- 3 min
Pros and Cons of a Living Trust
A living trust is a popular consideration in many estate strategy conversations, but its suitability depends on your individual objectives.
Peter Newman, CFA
- Sep 9, 2021
- 2 min
Essential Estate Planning Documents
In order to allow loved ones to manage your healthcare wishes and financial matters there are several documents you should consider.
Peter Newman, CFA
- Sep 3, 2021
- 3 min
Have you Prepared for the Inevitable?
You have worked hard to create a legacy for your loved ones. You deserve to decide what becomes of it.
Peter Newman, CFA
- Aug 27, 2021
- 2 min
How Can a Financial Representative Help Me?
A financial advisor can help you understand your current financial circumstance and develop strategies to take you toward your future goals.
Peter Newman, CFA
- Aug 20, 2021
- 4 min
What Should I Know About My Retirement Plan?
University employees, a financial advisor can design a financial strategy to maximize your retirement income while protecting your wealth.
Peter Newman, CFA
- Aug 13, 2021
- 3 min
How Will I Pay for Health Care in Retirement?
Health care expenses are a major concern for today’s retirees. Those who aren’t planning ahead may find themselves in trouble down the road.
Peter Newman, CFA
- Aug 6, 2021
- 4 min
When Can I Afford to Retire?
Today’s retirement culture demands that retirees develop personalized retirement strategies that reflect their unique financial life.
Vince Egolf
- Jul 29, 2021
- 6 min
Using IP Strategy to Think Around the Competition
Intellectual Property Strategy: Thinking around where the competition, industry and consumers may be in the future.
Peter Newman, CFA
- Jul 22, 2021
- 4 min
Business Owners - What Will Be Your Legacy?
ESOPs create wealth equity for all employees no matter their rank in the company.
Peter Newman, CFA
- Jul 15, 2021
- 5 min
Comparing Your Exit Options
Which option should you choose to exit your business? Understanding your priorities will help balance the PROS and CONS of your exit plan.
Peter Newman, CFA
- Jul 8, 2021
- 6 min
Entrepreneurs - What is your business really worth?
By going through the valuation process, an owner will come to understand the drivers that positively and negatively impact value.
Peter Newman, CFA
- Jul 1, 2021
- 3 min
Succeeding at Business Succession
Whether you suffered or prospered during Covid-19, concerns about continuing to operate your business may have crossed your mind.
Peter Newman, CFA
- Jun 24, 2021
- 3 min
Tax Rules When Selling Your Home
For most taxpayers, it’s advantageous to wait at least a year after purchasing a second home before selling.
Peter Newman, CFA
- Jun 17, 2021
- 2 min
Insuring Your Second Home
Your homeowners policy may allow for coverage of two properties under one policy, but there are unique risks with a second home.
Peter Newman, CFA
- Jun 10, 2021
- 4 min
Rent, Don’t Own, Your Vacation Home
If you are considering buying a vacation home, my advice is to rent at that location for at least 3 years and at least 1 month each year.
Peter Newman, CFA
- Jun 3, 2021
- 2 min
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
- May 27, 2021
- 5 min
Don’t Lose Your Life Savings - Avoid Scams
When it comes to phishing, it is possible to lose everything with just one click. Protect yourself and your lifestyle.
Peter Newman, CFA
- May 20, 2021
- 7 min
Combating Mental Health Issues During Divorce
When working with clients, one of the first things I advise them is to be careful who they go to for advice, comfort, and information.
Peter Newman, CFA
- May 13, 2021
- 4 min
Keeping Happiness Alive
Our happiness is just as important as we age, as it was in our younger years. In fact, happiness is a key component to how long we may live.
Peter Newman, CFA
- May 6, 2021
- 4 min
7 Ways to Stay Mentally Sharp During Retirement
Building and preserving brain connections is an ongoing process.
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