Free FAFSA Help in Illinois: Resources for Parents and Grandparents
Illinois families can access free FAFSA help from ISAC and the Federal Student Aid Office to secure financial aid for college.
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Peter Newman, CFA®
Oct 255 min read
How Much Retirement Income Could Your ESOP Generate?
Discover how to turn your ESOP into a reliable retirement income with diversification and distribution strategies.
Peter Newman, CFA®
Oct 236 min read
The Diversification Option: Understand Your ESOP Benefit
You can sell your shares back to the company during your employment years, called diversification in ESOP terms. What are the pros and cons?
Elizabeth Wheeler
Oct 143 min read
Financial Planning for ESOP Participants
Learn key steps to successful retirement planning from Peter Newman of Peak Wealth Planning in his interview on Parksite’s Podcast 71.
Peter Newman, CFA®
Sep 253 min read
Why Inheriting an IRA Can Come with a Tax Surprise
Inheriting an IRA? Learn how income taxes and new rules could impact your inheritance and reduce your IRA withdrawals.
Peter Newman, CFA®
Jun 274 min read
Sink or Swim: Support for Adult Children
Explore parents' philosophies on gifting money to adult children, from lifestyle support to major life events and family experiences.
Carmen Egolf
May 233 min read
Secure Tomorrow Today: Why Delaying Life Insurance is Risky
Timing is critical with life insurance. Factors like age and major life events can affect your insurability.
Peter Newman, CFA®
May 23 min read
Essential Document Checklist
Proper management of financial and legal documents can prevent unnecessary headaches and ensure that you're always prepared for the future.
Peter Newman, CFA®
Mar 76 min read
Should an ESOP Be Your Only Retirement Account?
Consider what portion of your retirement income will come from the ESOP and whether your sources of income are sufficiently diversified.
Bret Keisling
Feb 83 min read
Company-Provided Financial Wellness for Employee Owners
Discover how ESOP companies can boost job satisfaction, security, and retention with personalized financial wellness training.
Bret Keisling
Feb 12 min read
A Deep Dive into ESOP Diversification and Distributions
Uncover the art of ESOP diversification and distribution strategies, vital for a secure retirement.
Bret Keisling
Jan 252 min read
Successful Retirement Planning
Discover key retirement insights with Peter Newman in Part 1 of 3 on The EsOp Podcast.
Peter Newman, CFA®
Jan 173 min read
2024 Tax Planning Guide: Navigate New IRS Brackets and Deductions
Stay ahead in 2024 with our Tax Planning Guide! Discover IRS changes in brackets, deductions, and more for a tax-efficient year.
Peter Newman, CFA®
Nov 9, 20234 min read
Five Things Employee-Owners Need to Know About Their ESOP
Dive into five essential questions employee-owners should learn about their retirement benefits.
Peter Newman, CFA®
Oct 12, 20236 min read
How Does an Employee Stock Ownership Plan (ESOP) Work?
Diversification is the process of selling shares in your ESOP account and reinvesting the proceeds in another investment account.
Peter Newman, CFA®
Sep 28, 20235 min read
Five Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons why getting hired at an employee-owned company could be a good career move.
Peter Newman, CFA®
Aug 24, 20234 min read
Federal Reserve Explained
The Federal Reserve provides the nation with a safer, more flexible, and more stable monetary and financial system.
Peter Newman, CFA®
May 25, 20233 min read
Secure Your Future with Extended Care Insurance
Extended-care coverage is an important consideration for individuals who want to cover the costs associated with long-term care services.
Peter Newman, CFA®
May 18, 20234 min read
Refine Your Insurance Strategy as an Empty Nester
Navigating insurances is essential to safeguard your financial well-being, ensuring access to healthcare, and fulfilling your legacy goals.
Peter Newman, CFA®
Apr 20, 20234 min read
Insurance Review: New Child, New Driver, or New Home
Raising children can increase your insurance needs and heightens the urgency for being prepared.
Peter Newman, CFA®
Apr 13, 20236 min read
Disability Insurance For Income Protection
Disability insurance replaces your income if you are unable to work or can’t perform your job duties with a corresponding income reduction.
Peter Newman, CFA®
Apr 6, 20233 min read
Using Insurance to Transfer Risk
The uncertainties of life are wide ranging, and many of them can threaten the financial security of you and your family.
Peter Newman, CFA®
Mar 29, 20234 min read
Protecting Your Cash and Investments in a Banking Crisis
Understand FDIC insurance and Treasury-only money market or bond fund options to help safeguard investments when a banking crisis threatens.
Peter Newman, CFA®
Mar 16, 20234 min read
Tax-savvy Retirement Planning
Preparing for taxes well in advance can have a significant impact on how long your assets last in retirement.
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