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Your 401K: 11 Important Questions Answered

Peter Newman, CFA®

Sep 10, 20206 min read

Financial Planning

Your 401K: 11 Important Questions Answered

I’ve answered 11 typical questions received from inquisitive readers, and am sharing these insights with you.

Does Your Retirement Include Guaranteed Income Streams?

Peter Newman, CFA®

Sep 3, 20205 min read

Financial Planning

Does Your Retirement Include Guaranteed Income Streams?

For retirement planning purposes you should consider allocating the funds from guaranteed income streams to meet your basic needs.

Don’t Miss Your Boat: Plan for Insurance Changes Before Retirement

Peter Newman, CFA®

Aug 27, 20206 min read

Financial Planning

Don’t Miss Your Boat: Plan for Insurance Changes Before Retirement

Peak Wealth Planning recommends a comprehensive review of your insurance coverage at least 10 years before your planned retirement.

Answers to Your Top Social Security Questions

Peter Newman, CFA®

Aug 20, 20205 min read

Financial Planning

Answers to Your Top Social Security Questions

Americans become eligible for social security benefits between ages 62-67, but monthly benefits depend on how early you elect to start.

Demystifying the Diversification of your ESOP Holdings

Peter Newman, CFA®

Aug 13, 20206 min read

ESOP Insights

Demystifying the Diversification of your ESOP Holdings

Decisive actions you take today could make the greatest impact on your financial future.

Peter Newman, CFA®

Aug 6, 20205 min read

Financial Planning

How Long Will Your Money Last

How much you have saved and your retirement lifestyle are the leading factors to determine how long your money will last.

Who Should Be Your Life Insurance Beneficiary?

Peter Newman, CFA®

Jul 30, 20204 min read

Financial Planning

Who Should Be Your Life Insurance Beneficiary?

Life insurance is a complex topic. If you need guidance, please don’t delay. Reach out to me. Tomorrow is never guaranteed to anyone.

Peter Newman, CFA®

Jul 23, 20204 min read

Financial Planning

Life Insurance Explained: Term vs Whole

This article will dive into the key differences between the two primary versions of life insurance available to you - Term and Whole.

There's a Global Pandemic. Should I Have Life Insurance?

Peter Newman, CFA®

Jul 16, 20204 min read

Financial Planning

There's a Global Pandemic. Should I Have Life Insurance?

Jeff wanted to know more about life insurance and reducing financial risk for his family. This is some of the information I shared with him.

4 Strategies to Turn Home Equity into Retirement Income

Peter Newman, CFA®

Jul 9, 20204 min read

Investment Strategy

4 Strategies to Turn Home Equity into Retirement Income

This article focuses on using the equity in your home to meet your income needs or lower your expenses.

Three Reasons to Get a Health Savings Account

Peter Newman, CFA®

Jul 2, 20204 min read

Financial Planning

Three Reasons to Get a Health Savings Account

HSA is a powerful tax free savings tool that can be used in later years for health and insurance related expenses.

Peter Newman, CFA®

Jun 23, 20203 min read

Financial Planning

Enjoy Your Retirement Road Trip

There are three main steps to retirement planning. Visualize where you want to be and review whether your finances will take you there.

3 Secrets to Financial Wellness for Gen-X

Peter Newman, CFA®

Jun 18, 20204 min read

Financial Planning

3 Secrets to Financial Wellness for Gen-X

Gen-Xers, Are you confident with the choices you’ve made towards your financial wellness? Are you on track to a healthy retirement income?

Avoid These 4 Major Millennial Financial Mistakes

Peter Newman, CFA®

Jun 11, 20205 min read

Financial Planning

Avoid These 4 Major Millennial Financial Mistakes

Folks who are plagued by financial stress in their early 30’s have 4 common issues. Learn what they are and how to combat them.

Peter Newman, CFA®

Jun 4, 20204 min read

Financial Planning

Financial Wellness for Your Employees

Developing a financial wellness program helps to support good financial habits, which will ease stress, increase productivity, and...

Peter Newman, CFA®

May 28, 20205 min read

Health & Wellness

5 Habits Promising to Lower Stress

The last 6 weeks have been stressful. Working at home, adjusting to a new routine, and facing isolation are challenging. Add to that...

Maintaining Healthy Relationships during Covid-19

Peter Newman, CFA®

May 21, 20205 min read

Health & Wellness

Maintaining Healthy Relationships during Covid-19

“The key to healthy relationships is communication and lots of small kindnesses.”

Peter Newman, CFA®

May 14, 20204 min read

Health & Wellness

Healthy Life, Healthy Returns

Investing early in life is one way to provide time for your investments to grow. Being healthy while living longer is a good strategy too.

3 Surprising Benefits of Gardening & Why You Should Be Doing It

Peter Newman, CFA®

May 7, 20203 min read

Financial Planning

3 Surprising Benefits of Gardening & Why You Should Be Doing It

Along with its numerous health benefits, the way I garden is similar to serving our clients through financial planning and investment.

Peter Newman, CFA®

Apr 30, 20204 min read

ESOP Insights

Witness the Power of Good Advice

Peak Wealth Planning tailors their services to the specific needs of ESOP clients by using these 3 steps to preserve and grow wealth.

Peter Newman, CFA®

Apr 23, 20203 min read

Financial Planning

Protect What You’ve Built

While many of us are working remotely from home, this is a great opportunity to spend 30 minutes each day to protect what you’ve built.

Peter Newman, CFA®

Apr 16, 20202 min read

Financial Planning

Pandemic Proof Your Retirement

Are you planning to retire within the next 12 months? Here are 4 immediate actions you can take to protect what you've built.

Peter Newman, CFA®

Apr 9, 20203 min read

Financial Planning

6 Ways to Protect Your Financial Future

If you’ve learned anything in the year 2020, life will throw some unexpected twists and turns. Are you protecting your financial future?

3 Questions about Planning and Paying for Alzheimer's Care

Peter Newman, CFA®

Mar 14, 20203 min read

Financial Planning

3 Questions about Planning and Paying for Alzheimer's Care

Receiving a diagnosis of Alzheimer's can feel overwhelming, bringing a mix of emotions—fear, uncertainty, and perhaps relief in...

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