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Why Life Insurance Matters for Business Owners
If you take out loans for your business, and pass away, your family may be on the hook for that debt. Life insurance protects your family.

Peter Newman, CFA®
Apr 28, 20224 min read


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 24, 20213 min read


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 17, 20213 min read


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®
Jun 3, 20212 min read
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