Category: Financial Planning
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
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...
Read More
My Personal Approach to Budgeting
My Personal Approach to Budgeting For years, I struggled with implementing an effective budgeting tool, drowning in the minutia of expense categorization. Should Chipotle go...
Read More
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,...
Read More
Death, Taxes, and Identity Theft
Death, Taxes, and Identity Theft Although Benjamin Franklin’s famous quote on the certainty of death and taxes didn’t include the risk of identity theft, it...
Read More
Medicare Overview 2023
What is Medicare? In our latest publication of Financial Intelligence, we referenced a document called “Medicare Overview and Local Resources 2023”. We are recirculating this...
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
Homeowners Insurance Update
Homeowners Insurance In seeing firsthand the recent Marshall fire that completely destroyed over 1000 homes in Boulder County and left smoke and wind damage for...
Read More
Looking to the Past and Investing in the Future
27 years have passed since Peak opened for business in 1994. Over that time, we have worked diligently to earn our clients’ trust and make...
Read More
