Peter Newman, CFAJul 16, 20204 minFinancial PlanningThere's a Global Pandemic. Should I Have Life Insurance?Jeff wanted to know more about life insurance and reducing financial risk for his family. This is some of the information I shared with him.
Peter Newman, CFAJul 9, 20204 minInvestment Strategy4 Strategies to Turn Home Equity into Retirement IncomeThis article focuses on using the equity in your home to meet your income needs or lower your expenses.
Peter Newman, CFAJul 2, 20203 minFinancial PlanningThree Reasons to Get a Health Savings AccountHSA is a powerful tax free savings tool that can be used in later years for health and insurance related expenses.
Peter Newman, CFAJun 23, 20203 minFinancial PlanningEnjoy Your Retirement Road TripThere are three main steps to retirement planning. Visualize where you want to be and review whether your finances will take you there.
Peter Newman, CFAJun 18, 20204 minFinancial Planning3 Secrets to Financial Wellness for Gen-XGen-Xers, Are you confident with the choices you’ve made towards your financial wellness? Are you on track to a healthy retirement income?
Peter Newman, CFAJun 11, 20204 minFinancial PlanningAvoid These 4 Major Millennial Financial Mistakes Folks who are plagued by financial stress in their early 30’s have 4 common issues. Learn what they are and how to combat them.