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.
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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.
Peter Newman, CFA®
- Apr 29, 2021
- 3 min
Is my ESOP enough to retire?
How long your retirement income will last depends on the sources of the income you will have at your disposal.
Peter Newman, CFA®
- Apr 22, 2021
- 4 min
Tax Strategies for ESOP Participants
Shares within the ESOP grow tax deferred until retirement. When the time comes, will you know what to do to pay a lower overall tax bill?
Peter Newman, CFA®
- Apr 15, 2021
- 4 min
Minimize Risks for ESOP Participants
While company stock is a good source for saving toward retirement, it should not be your only source.
Peter Newman, CFA®
- Apr 8, 2021
- 3 min
Employee Wealth Grows with ESOP
The ESOP is designed to benefit employees who remain the longest and contribute the most to an employer’s success.
Peter Newman, CFA®
- Apr 1, 2021
- 4 min
The What, Why, How, and When of ESOP Ownership
Continue learning more about ESOP diversification and distribution by reading Demystifying the Diversification of Your ESOP Holdings.
Peter Newman, CFA®
- Mar 25, 2021
- 4 min
Savvy 60’s: Prepare for Your Go Go Years in Retirement
If you are in your 60’s and planning to retire or change jobs, here are six tips to prepare for your Go-Go Years.
Peter Newman, CFA®
- Mar 18, 2021
- 4 min
Fabulous 50s: Preparing for Retirement Success
If you missed out on becoming a multi-millionaire overnight with GameStop, chances are you may still need some investment advice.
Peter Newman, CFA®
- Mar 11, 2021
- 5 min
Grow Wealthy with Compounded Returns
During your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.
Peter Newman, CFA®
- Mar 4, 2021
- 4 min
Invest in Your Story: 7 Accounts to Optimize Saving
A long term investment strategy is a plan for your future. It aligns with the chapters of your memoir yet to be lived.
Peter Newman, CFA®
- Feb 25, 2021
- 6 min
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, 2021
- 2 min
Peak Health Turkey Chili
Happy National Chili Day! As a special treat for you, I'm sharing my absolute favorite cool weather dishes -- Peak Health Turkey Chili.
Peter Newman, CFA®
- Feb 18, 2021
- 7 min
Health as an Investment
Start simple but be consistent.
Peter Newman, CFA®
- Feb 11, 2021
- 5 min
Living your Best Life with Heart Disease
When a doctor mentions heart disease, you can be jolted from a mindset of uncomplicated living.
Peter Newman, CFA®
- Feb 4, 2021
- 4 min
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®
- Jan 28, 2021
- 2 min
Even the Wealthy Need a Budget
Once you know how much income you have and you compare that with your annual spending, you have three potential outcomes.
Peter Newman, CFA®
- Jan 21, 2021
- 2 min
How To Budget With a Fluctuating Income
If you have fluctuating income, ask your financial planner to help you invest and save for future goals using this strategy.
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