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Vince Egolf
Jul 29, 20216 min read
Using IP Strategy to Think Around the Competition
Intellectual Property Strategy: Thinking around where the competition, industry and consumers may be in the future.
Peter Newman, CFA®
Jul 22, 20214 min read
Business Owners - What Will Be Your Legacy?
ESOPs create wealth equity for all employees no matter their rank in the company.
Peter Newman, CFA®
Jul 15, 20215 min read
Comparing Your Exit Options
Which option should you choose to exit your business? Understanding your priorities will help balance the PROS and CONS of your exit plan.
Peter Newman, CFA®
Jul 8, 20216 min read
Entrepreneurs - What is your business really worth?
By going through the valuation process, an owner will come to understand the drivers that positively and negatively impact value.
Peter Newman, CFA®
Jul 1, 20213 min read
Succeeding at Business Succession
Whether you suffered or prospered during Covid-19, concerns about continuing to operate your business may have crossed your mind.
Peter Newman, CFA®
Jun 24, 20213 min read
Tax Rules When Selling Your Home
For most taxpayers, it’s advantageous to wait at least a year after purchasing a second home before selling.
Peter Newman, CFA®
Jun 17, 20213 min read
Insuring Your Second Home
Your homeowners policy may allow for coverage of two properties under one policy, but there are unique risks with a second home.
Peter Newman, CFA®
Jun 10, 20214 min read
Rent, Don’t Own, Your Vacation Home
If you are considering buying a vacation home, my advice is to rent at that location for at least 3 years and at least 1 month each year.
Peter Newman, CFA®
Jun 3, 20212 min read
The Most Overlooked Item of Any Home Improvement
There is one very important item that you may overlook while planning home improvement — making certain you are properly insured.
Peter Newman, CFA®
May 27, 20215 min read
Don’t Lose Your Life Savings - Avoid Scams
When it comes to phishing, it is possible to lose everything with just one click. Protect yourself and your lifestyle.
Peter Newman, CFA®
May 20, 20217 min read
Combating Mental Health Issues During Divorce
When working with clients, one of the first things I advise them is to be careful who they go to for advice, comfort, and information.
Peter Newman, CFA®
May 13, 20214 min read
Keeping Happiness Alive
Our happiness is just as important as we age, as it was in our younger years. In fact, happiness is a key component to how long we may live.
Peter Newman, CFA®
May 6, 20214 min read
7 Ways to Stay Mentally Sharp During Retirement
Building and preserving brain connections is an ongoing process.
Peter Newman, CFA®
Apr 29, 20214 min read
Is my ESOP enough to retire?
How long your retirement income will last depends on the sources of the income you will have at your disposal.
Peter Newman, CFA®
Apr 22, 20214 min read
Tax Strategies for ESOP Participants
Shares within the ESOP grow tax deferred until retirement. When the time comes, will you know what to do to pay a lower overall tax bill?
Peter Newman, CFA®
Apr 15, 20214 min read
Minimize Risks for ESOP Participants
While company stock is a good source for saving toward retirement, it should not be your only source.
Peter Newman, CFA®
Apr 8, 20213 min read
Employee Wealth Grows with ESOP
The ESOP is designed to benefit employees who remain the longest and contribute the most to an employer’s success.
Peter Newman, CFA®
Apr 1, 20214 min read
The What, Why, How, and When of ESOP Ownership
Continue learning more about ESOP diversification and distribution by reading Demystifying the Diversification of Your ESOP Holdings.
Peter Newman, CFA®
Mar 25, 20214 min read
Savvy 60’s: Prepare for Your Go Go Years in Retirement
If you are in your 60’s and planning to retire or change jobs, here are six tips to prepare for your Go-Go Years.
Peter Newman, CFA®
Mar 18, 20214 min read
Fabulous 50s: Preparing for Retirement Success
If you missed out on becoming a multi-millionaire overnight with GameStop, chances are you may still need some investment advice.
Peter Newman, CFA®
Mar 11, 20215 min read
Grow Wealthy with Compounded Returns
During your 40’s, sock away as much cash as possible in savings and investment accounts gives you time for compounded returns.
Peter Newman, CFA®
Mar 4, 20214 min read
Invest in Your Story: 7 Accounts to Optimize Saving
A long term investment strategy is a plan for your future. It aligns with the chapters of your memoir yet to be lived.
Peter Newman, CFA®
Feb 25, 20216 min read
5 Simple Rules for Eating Heart Healthy
There are 5 rules to eating a heart healthy diet: focus on fiber, reduce fats, limit sodium, manage portions, and cook at home more often.
Peter Newman, CFA®
Feb 25, 20212 min read
Peak Health Turkey Chili
Happy National Chili Day! As a special treat for you, I'm sharing my absolute favorite cool weather dishes -- Peak Health Turkey Chili.
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