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During your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.

A long term investment strategy is a plan for your future. It aligns with the chapters of your memoir yet to be lived.

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.

Happy National Chili Day! As a special treat for you, I'm sharing my absolute favorite cool weather dishes -- Peak Health Turkey Chili.

Start simple but be consistent.

When a doctor mentions heart disease, you can be jolted from a mindset of uncomplicated living.

Make it a goal this month to make progress towards improving your heart health.

Once you know how much income you have and you compare that with your annual spending, you have three potential outcomes.

If you have fluctuating income, ask your financial planner to help you invest and save for future goals using this strategy.

The most important piece of advice you need to always remember is your income must be equal to or greater than your expenses.

If you need assistance evaluating these financial items, Peak Wealth Planning can guide you through this critical decision.

Starting with an important goal in mind will motivate you to tackle your budget.

Make your decision and stick to it. Find success by reaching out to experts or really commit to doing your research.

“Money spent on others can buy happiness.”

If your traditional IRA account has declined, converting the account to a Roth now will minimize your tax hit.

Pay less taxes through itemizing your deductions. It is like a gift from the U.S. Government.

When your itemized deductions exceed the standard deduction, you pay less in taxes and keep more in your pocket.

Determine when the right time is for you to find a new financial advisor.

What is most important is the advisor brings you peace of mind and confidence in their ability to manage your wealth.

Check out these examples where an investment advisor will be able to work with you to identify your best financial moves.

Save time and boost confidence in your wealth preservation strategy by hiring a financial advisor.

Work with your financial advisor and estate planning attorney to set up your retirement plan and life insurance beneficiaries properly.

Sometimes it’s a financial mistake to pay off the mortgage on your primary residence. Other times, it makes perfect sense. Let me explain.

Should you leave your wealth concentrated in the single stock that made you rich? The general answer is No. Let me explain.