Author: Bethany Aylor, CFP®
8 Ways to Protect Your Information Online
Nowadays, ensuring you do your part to protect your online information is crucial. Criminals constantly try to uncover ways to obtain private and sensitive account...
Read More
Why Do I Need a Financial Advisor?
When it comes to hiring a financial advisor, many people ask themselves, “Do I really need a financial advisor?” The answer varies depending on individual...
Read More
COBRA and Short-term Health Insurance Plans
COBRA and Short-term Health Insurance Plans Health insurance is one of the largest costs we face on an annual basis. It often becomes a deciding...
Read More
Document Retention: The Do’s and Don’ts
Document Retention: The Do’s and Don’ts We receive a lot of questions from our clients here at Peak about what documents need to be kept,...
Read More
