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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.

Ask yourself these four questions the next time you plan to make an investment decision.

Humans are not always great at making rational decisions during good times, but stress may lead to poor investment choices.

If you are experiencing debt-related stress, you should consider attacking the root of the problem.

All the projections that your advisor comes up with mean nothing unless they represent those things that are dear to your heart.

Tracking net worth lets you understand your current financial situation and it gives you a reference point to measure progress toward goals.

Keeping a budget provides you with information regarding your spending habits and brings your priorities into focus.

The most important question for investors is: What is the long-term average annual return of stocks, real estate, and bonds?

As part of Peak Wealth’s financial education mission, we’d like you to gain an understanding of withdrawal rates on your retirement savings.

Use Cash Bucket Strategy as part of your portfolio to reduce the risk of stock market downturn derailing your retirement.

Many individuals panic and sell their stock portfolio when markets are down because they don’t fully understand the sequence of returns.

All investments carry some level of risk. And in general, the greater the risk an investment carries, the higher its potential return.

Life insurance is meant to protect your family’s financial security when you die. But having just any life insurance policy doesn’t cut it.

Inflation is when the buying power of an individual dollar decreases as the price of everything has increased.

Just because your estate isn't hit with the federal estate tax, that doesn't necessarily mean you're completely off the hook.

All too often, owners of traditional IRA plans make a costly mistake.

In recognition of this reality, Peak Wealth Planning has assembled a checklist that you may find useful at such a time. Download it here.

A living trust is a popular consideration in many estate strategy conversations, but its suitability depends on your individual objectives.