Peak Financial Planning Blog

May 16, 2024

Sample Financial Plan: Steve and Amanda Doe's Example Financial Plan

It's a great privilege for us at Peak Financial Planning to share an example financial plan with you. We'd like to give you an idea of what the process looks like when working with us to build your

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November 20, 2024

‍Flat Fee or Assets Under Mangement - What is the Right Way to Pay a Financial Advisor?

My opinion is that we should really be thinking of a financial plan or a retirement plan as a distinctly different product than investment advice.

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May 16, 2024

Financial Advisor Compensation Structure: Fee Based vs. Fee Only

Fee based advisors may receive both fee and commission compensation. Fee only advisors only receive fees from YOU, the client.

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May 16, 2024

Accountant or Financial Advisor? Which do you REALLY need?

Been curious whether you need a financial advisor or an accountant? This article will shed light on the matter.

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May 16, 2024

What is Capital Preservation?

Capital Preservation is a defensive investment approach aimed at preventing or minimizing the loss of your original capital. This strategy is especially relevant for risk-averse investors or those r

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May 16, 2024

What is a Comprehensive Financial Plan?

This guide will cover the key elements of a comprehensive financial plan, the process of building one, and how working with a qualified financial planner can help you achieve your financial goals.

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May 16, 2024

A Comprehensive Guide to the Retirement Bucket Strategy

The retirement bucket strategy is an asset drawdown strategy. It works by breaking up your investments into three sections with various levels of risk over different timespans: one focused

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May 16, 2024

7 Reasons You Should Rent a Home in Retirement

Whether you own outright, have mortgage payments, or rent - housing expenses are the largest portion of most retiree's living costs. Deciding whether it's best to own your home, sell your home, tap in

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May 16, 2024

What is the Primary Reason for Buying an Annuity?

This guide is not designed to recommend for or against the purchase of an annuity. It is simply designed to educate and inform you of the considerations when evaluating whether to add an annuity to

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July 29, 2024

How to Retire Early

Retiring early can be much simpler than you think. In this post we will walk you through the process of deciding when to retire.

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May 15, 2024

How to Manage your Retirement Income Sources

One of the most important aspects of retirement is how to fund your retirement. Your transition from accumulating wealth to withdrawing from your nest egg can be frightening and difficult. Retirement

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May 15, 2024

Should you use a Model Portfolio in Retirement?

Portfolio management can be daunting for any investor. There are multiple nested decisions for each action that you take. For example: which models do you use? Do you invest in stocks or bonds? Where

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May 15, 2024

What is Portfolio Rebalancing?

In this guide we will seek to provide easy to follow education on what portfolio rebalancing is, so that you may rebalance your portfolio by the end of this article.

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May 16, 2024

The Retirement Risk Zone

The 10 years before and after retirement can make or break your lifestyle in retirement. We call this the retirement risk zone. It is a crucial period when planning for your retirement. Peak Financi

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