Category: Blog
Why Are Interest Rates Rising?
On a longer time frame, structural forces like stronger nominal GDP growth, a larger stock of government debt, and a capital-hungry investment cycle help explain...
Read More
Why $185,500 Might Not Even Cover Your Healthcare in Retirement
According to Fidelity’s 2026 Retiree Health Care Cost Estimate, the average 65-year-old retiring this year should expect to spend roughly $185,500 on healthcare and medical...
Read More
How Can Retirees Reduce Lifetime Tax Exposure?
If you’ve spent decades building a successful career and accumulating wealth, retirement often creates a shift in priorities. For years, your focus may have been...
Read More
The $758 Billion Question: Putting AI Spending in Perspective
You’ve probably heard that technology companies are spending staggering sums on artificial intelligence. To meet the surging demand for computing power, some of the largest...
Read More
Why Smart People Still Make Retirement Planning Mistakes
Some of the most financially successful people we meet are also people with the most questions about retirement. Many are distinguished professionals within their selected...
Read More
Where Should Your Next Dollar Go?
A Cash Flow Framework for High Earners It Starts with Cash Flow Earning more money doesn’t automatically build wealth. In fact, I’ve seen plenty of...
Read More
How To Retire Early with Financial Confidence
Many successful professionals spend years imagining early retirement. Retirement allows for the ability to spend more time with family, travel, volunteer, or pursue interests outside...
Read More
When Should I Take Social Security?
It’s one of the most common questions we hear from clients approaching retirement: When should I start taking Social Security? The answer isn’t one-size-fits-all, so...
Read More
Are Investors Behaving Rationally?
ra·tio·nal (adj.) — based on or in accordance with reason or logic; not influenced by emotion. I like to share the chart below when discussing...
Read More
Charitable Giving & Legacy Planning in Boulder County, CO: Donor Advised Funds and Other Tax-Smart Philanthropic Strategies
Many families in the Boulder area place a high value on supporting causes that are important to them. At Peak Asset Management, we often see...
Read More
