Author: Jason Foster, JD, AEP®
Should You Gift a Down Payment or the Entire Purchase Price to Your Child?
Helping your child buy their first home Buying a first home is one of the biggest milestones in life, and as a parent, you may...
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Should You Co-Sign or Co-Borrow for Your Child’s First Home?
Purchasing a first home has become increasingly challenging for young adults due to rising home prices and elevated mortgage rates. As of April 2025, the...
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Comprehensive & Holistic Wealth Management Services in Boulder
If you have $1 million or more in investable assets, you’ve likely worked hard to build your wealth-and now you want to protect and nurture...
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The Complexities of Business Succession Planning
What are your plans for the biggest financial event of your life? Whether you’re planning to sell or transfer your business soon or just starting...
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Keys to the Future: Assisting Your Child in Buying Their First Home
Strategies and Considerations When Assisting an Adult Child Purchase or Acquire a Home We are pleased to announce that Peak Asset Management will be hosting...
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Directed Trust Arrangements
Directed Trust Arrangements When clients are considering trusts as part of a plan to manage assets, one issue that can emerge is a client’s prior...
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Inherited IRAs and the 10-Year Rule: Beware of Potential Tax Consequences in the Future
Inherited IRAs and the 10-Year Rule: Beware of Potential Tax Consequences in the Future If you have inherited an IRA after 2019 from a non-spouse,...
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