Tag: financial planning Boulder CO
How to Fund the First Decade of Your Early Retirement
You retired early…now what do you actually live on? Early retirement is the dream for many working professionals, and logging off for the final time...
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How Will 2026 Estate Tax Changes Impact You?
As the Director of Wealth Strategies and Legacy Planning at Peak Asset Management in Louisville, CO, Jason Foster, JD, AEP®, routinely works with individuals and...
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Do I Need a Will or a Living Trust in Colorado? What Boulder, CO Area Families Need to Know in 2026
Families in Boulder, Louisville, Lafayette, Superior, and surrounding areas often reach a point where they want to ensure their hard-earned assets pass smoothly to the...
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Managing Risk Through Change: Asset Class Lessons from Early 2026
At Peak, we often describe our role as that of a risk manager—helping individuals navigate uncertainty as markets evolve alongside their lives. The first quarter...
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Don’t Get Fooled
A Modern Guide to Fraud Your phone buzzes. It’s a text from your bank. “Unusual activity detected on your account. A $1,200 charge is pending....
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Financial Intelligence Newsletter for Q1 2026
As we routinely do, this first Financial Intelligence Newsletter of the year will focus on financial and tax planning considerations for 2026. With the One...
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How Are RSUs and ESPPs Taxed in Equity Compensation?
If part of your compensation includes employee equity compensation, RSUs and ESPPs may represent a meaningful share of your income and long-term wealth. At the...
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What Are Performance Shares in Executive Compensation?
If you’ve ever been offered performance shares as part of a bonus or promotion, it can feel a bit abstract. One way to think about...
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Mortgage Rates and GSEs
Mortgage rates and refinancing have attracted attention from the Peak Investment Committee recently. This is in light of the announcement that government-backed mortgage finance companies...
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Stock Options versus RSUs: What’s the Difference?
If you’re earning more than $200,000 a year and a meaningful portion of your compensation comes through equity, understanding the difference between stock options and...
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