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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.
Find Forgotten Retirement Accounts
Discover if you’ve left money at a former employer’s retirement plan. The time spent could be well worth the effort.
Peter Newman, CFA®
Feb 23, 20233 min read
Choices For 401k at Former Employer
Remember, don’t feel rushed into making a decision. You have time to consider your choices and may want to seek professional guidance.
Peter Newman, CFA®
Feb 16, 20233 min read
SECURE 2.0 Reforms May Impact Your Retirement Plans
Each of your retirement assets play a specific role in your overall strategy, so it’s important to look at how your accounts work together.
Peter Newman, CFA®
Feb 9, 20234 min read
Plug the Leaks in Your Expenses
In the spirit of National Mentoring Month, I created 4 guides to help your financial wellness. Begin by plugging the leaks in your expenses.
Peter Newman, CFA®
Jan 1, 20234 min read
4 Questions to Ask Before Buying a Vacation Home
Have you ever dreamt of calling your favorite travel destination home? Before you purchase a vacation home, consider these 4 points.
Peter Newman, CFA®
Dec 15, 20223 min read
How Large A Slice Is ESOP In Your Retirement Pie
How much income can you generate from your assets? As an employee owner, your ESOP plan could be a large segment of your retirement pie.
Peter Newman, CFA®
Oct 27, 20224 min read
How Much Retirement Income Will My ESOP Generate
As an employee owner, you have a handy wild card in your retirement planning portfolio – your ESOP plan.
Peter Newman, CFA®
Oct 13, 20224 min read
Don’t Run Out of Money in Retirement
Those who are retiring unaware of these factors may risk outliving their money.
Peter Newman, CFA®
Oct 6, 20223 min read
Estate Planning Checklist
Check to see if your estate strategy needs any adjustment. Begin by answering these 9 important questions.
Peter Newman, CFA®
Sep 8, 20225 min read
6 Questions to Visualize Your Retirement
Time is your most valuable asset.
Peter Newman, CFA®
Sep 1, 20224 min read
Use a Cash Bucket to Avoid Delaying Retirement
One strategy to reduce the risk of a stock market meltdown derailing your retirement is to use a Cash Bucket Strategy for your portfolio.
Peter Newman, CFA®
Aug 25, 20223 min read
Summertime Financial Check Up
If these tips have you thinking, schedule a meeting with your financial advisor.
Peter Newman, CFA®
Aug 18, 20222 min read
How to Retire Early
If you want to retire early, make sure your finances can support you and your household for the next several decades.
Peter Newman, CFA®
Aug 11, 20223 min read
4 Tips for the Second Half of 2024
Are you comfortable with your progress towards future goals? Does the current economic condition have you rethinking your strategies?
Peter Newman, CFA®
Aug 4, 20222 min read
Avoid Long Term Care Expense Surprises
It is important to work with your financial advisor to determine the type of coverage most suitable for your family’s needs.
Peter Newman, CFA®
Jun 23, 20225 min read
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