Tag: financial planning Boulder CO
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...
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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...
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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...
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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...
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Quarterly Client Letter: Q2 2026
A recent article in The Economist on the mixed blessings of the AI revolution said, “…it is fiendishly difficult to discern who will profit the...
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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...
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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...
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Financial Intelligence Newsletter for Q2 2026
With tax season finally behind us, we have temporarily moved beyond calculating deductions, credits, and the like, and have refocused this publication on three different...
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How To Choose a Trustee or Executor for Your Colorado Estate Plan: Tips for Boulder County Families
Choosing a trustee or executor is one of the most important and often undervalued decisions in an estate plan. In many cases, the fiduciary role...
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Trump Accounts: Where They May Fit into Your Family’s Financial Plan
A New Savings Option for Families As financial planning continues to evolve, a tool has emerged that aims to help the next generation build long-term...
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