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.
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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®
Sep 22, 20222 min read
2 Habits to Safeguard Your Digital Life
While technology is becoming more secure in response to threats, there are two habits you can adopt to safeguard your digital life.
Peter Newman, CFA®
Aug 18, 20222 min read
Summertime Financial Check Up
If these tips have you thinking, schedule a meeting with your financial advisor.
Peter Newman, CFA®
Jul 7, 20224 min read
Protect Your Credit in 2024 by Placing a Fraud Alert
At Peak Wealth Planning, we advise our clients to protect their credit by placing fraud alerts on their credit files.
Nathan Gale, CFP®
Jun 2, 20221 min read
How does Inflation work?
There’s a lot of buzz happening surrounding inflation rates increasing. But what is it? And, how does inflation work?
Peter Newman, CFA®
May 26, 20224 min read
4 Parts of an Estate Strategy
Life is complex and so is estate planning. Gain confidence by having a team help you plan ahead for all of life’s important decisions.
Peter Newman, CFA®
Feb 3, 20223 min read
Make Debt Work for You
If you are experiencing debt-related stress, you should consider attacking the root of the problem.
Peter Newman, CFA®
Jan 27, 20223 min read
Realize Your Dreams by Setting Goals
All the projections that your advisor comes up with mean nothing unless they represent those things that are dear to your heart.
Peter Newman, CFA®
Jan 14, 20226 min read
How to Create and Maintain Your Budget
Keeping a budget provides you with information regarding your spending habits and brings your priorities into focus.
Peter Newman, CFA®
Jan 7, 20214 min read
What are Your Priorities: Where does Your Cash Go?
Starting with an important goal in mind will motivate you to tackle your budget.
Peter Newman, CFA®
Oct 22, 20204 min read
Mortgage Debt has a Purpose
Sometimes it’s a financial mistake to pay off the mortgage on your primary residence. Other times, it makes perfect sense. Let me explain.
Peter Newman, CFA®
Jun 4, 20204 min read
Financial Wellness for Your Employees
Developing a financial wellness program helps to support good financial habits, which will ease stress, increase productivity, and...
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