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Financial Planning
A financial plan is a comprehensive evaluation of an individual's current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.
An Annual Review of Unexpected Risks is Crucial to Protect Your Lifestyle
An annual risk review safeguards your wealth and lifestyle. Protect what you’ve worked hard for from unexpected surprises.
Peter Newman, CFA®
Dec 29, 20243 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.
Peter Newman, CFA®
Nov 9, 20243 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 25, 20245 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?
Peter Newman, CFA®
Oct 23, 20246 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.
Elizabeth Wheeler
Oct 14, 20243 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.
Peter Newman, CFA®
Jun 27, 20244 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.
Carmen Egolf
May 23, 20243 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
Feb 1, 20242 min read
Successful Retirement Planning
Discover key retirement insights with Peter Newman in Part 1 of 3 on The EsOp Podcast.
Bret Keisling
Jan 25, 20242 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 25, 20233 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®
May 18, 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 20, 20234 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 13, 20236 min read
Using Insurance to Transfer Risk: Safeguarding Your Lifestyle
Learn how insurance protects your wealth by identifying, quantifying, and transferring risks to safeguard your lifestyle.
Peter Newman, CFA®
Apr 6, 20233 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 29, 20234 min read
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