Peak Financial Planning Blog

May 16, 2024

How Should Your Investment Strategy Change As You Get Closer To Retirement?

Should you try to participate fully in stock market upswings? Or is it better to minimize losses during market downturns?

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May 16, 2024

How to Think About Your Income Sources in Retirement

This article seeks to explore the common income sources retirees will rely on in retirement. We will attempt to provide a framework that will help you TRULY quantify how much money you will need saved

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May 16, 2024

How To Visualize Your Dream Retirement

Help yourself visualize your dream retirement by knowing your retirement numbers!

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May 16, 2024

When Should You Prioritize Investing in Taxable Accounts Vs Retirement Accounts

To make the best decisions for your unique situation, begin by educating yourself on the differences between taxable, tax-free, and tax-deferred investment accounts. In this blog post, we’ll explore

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May 16, 2024

Why Everyone Else But YOU Gets Rich When You Sell Your Home

To all my millenial and younger friends and peers. If you are thinking about buying a home in the near future, please watch this video and share it with your friends.

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May 16, 2024

4 Ways to Prepare for Social Security Running Out of Money

Are you worried about Social Security running out of money? There’s a lot of noise about why it might happen, but not much education about how to prepare for it. In this article we will share 4 ways

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May 16, 2024

How Much Do You Need to Retire in 2023?

How much money do you need to retire in 2023? Let’s build a simple model to find out.

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May 16, 2024

Is Whole Life Insurance Worth It? Analyzing the Pros and Cons

Whole life insurance is often pitched as an investment alternative to traditional investment options such as brokerage or retirement accounts. Answering the question "is whole life insurance worth it"

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May 16, 2024

Are You Investing Enough for Retirement?

Are You Investing Enough for Retirement? Investing can be broken into two components - Saving, and Investing. We help break down how to optimize each component.

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May 16, 2024

What to Do with Inheritance Money

Inheriting money or other assets is both a blessing and a responsibility. Handled wisely it can open doors and create opportunities not possible otherwise. In this guide we will share our thoughts on

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May 16, 2024

How Should Your Investment Strategy Change As You Get Closer To Retirement?

Should you try to participate fully in stock market upswings? Or is it better to minimize losses during market downturns?

Read More
May 16, 2024

Creating Your Ideal Retirement Income Plan: Key Steps

Discover key steps to create your ideal retirement income plan, ensuring financial security and stability throughout your golden years with expert strategies.

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May 16, 2024

How Much Money Do You Need in Order to Retire?

How much money do you need in order to retire? That is the central question around which retirement planning and investment advice orbit.

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May 16, 2024

Peak Financial Planning March 2023 Client Update

I didn't think it would be possible, but it appears that 2023 might be off to as tumultuous a start as 2022. In this March update, I share what's new at Peak Financial Planning, thoughts about the

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