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Free FAFSA Help in Illinois: Resources for Parents and Grandparents

Nov 93 min read

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.

How Much Retirement Income Could Your ESOP Generate?

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.

The Diversification Option: Understand Your ESOP Benefit

Peter Newman, CFA®

Oct 236 min read

ESOP Insights

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?

Financial Planning for ESOP Participants

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.

Why Inheriting an IRA Can Come with a Tax Surprise

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.

Sink or Swim: Support for Adult Children

Peter Newman, CFA®

Jun 274 min read

Financial Planning

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.

Secure Tomorrow Today: Why Delaying Life Insurance is Risky

Carmen Egolf

May 233 min read

Financial Planning

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.

Should an ESOP Be Your Only Retirement Account?

Peter Newman, CFA®

Mar 76 min read

ESOP Insights

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.

Company-Provided Financial Wellness for Employee Owners

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.

A Deep Dive into ESOP Diversification and Distributions

Bret Keisling

Feb 12 min read

ESOP Insights

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

ESOP Insights

Successful Retirement Planning

Discover key retirement insights with Peter Newman in Part 1 of 3 on The EsOp Podcast.

2024 Tax Planning Guide: Navigate New IRS Brackets and Deductions

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.

Five Things Employee-Owners Need to Know About Their ESOP

Peter Newman, CFA®

Nov 9, 20234 min read

ESOP Insights

Five Things Employee-Owners Need to Know About Their ESOP

Dive into five essential questions employee-owners should learn about their retirement benefits.

How Does an Employee Stock Ownership Plan (ESOP) Work?

Peter Newman, CFA®

Oct 12, 20236 min read

ESOP Insights

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.

Five Advantages to Working at an Employee-Owned Company

Peter Newman, CFA®

Sep 28, 20235 min read

ESOP Insights

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

Financial Literacy

Federal Reserve Explained

The Federal Reserve provides the nation with a safer, more flexible, and more stable monetary and financial system.

Secure Your Future with Extended Care Insurance

Peter Newman, CFA®

May 25, 20233 min read

Financial Planning

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.

Refine Your Insurance Strategy as an Empty Nester

Peter Newman, CFA®

May 18, 20234 min read

Financial Planning

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.

Insurance Review: New Child, New Driver, or New Home

Peter Newman, CFA®

Apr 20, 20234 min read

Financial Planning

Insurance Review: New Child, New Driver, or New Home

Raising children can increase your insurance needs and heightens the urgency for being prepared.

Disability Insurance For Income Protection

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

Financial Planning

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.

Protecting Your Cash and Investments in a Banking Crisis

Peter Newman, CFA®

Mar 29, 20234 min read

Financial Planning

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 Saving Tips

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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