Tag: financial planning Boulder CO
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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Consider these 12 Questions to Create a Comprehensive Estate Plan in Boulder County, Colorado
If you’ve spent years building wealth through disciplined investing, equity compensation, or real estate, you’ve likely started thinking about how to protect and pass on...
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How to Best Position Yourself to Avoid Probate in Colorado: A Step-by-Step Guide
If you’ve spent years building substantial wealth, legacy planning naturally moves closer to the top of your priority list. And while estate planning often is...
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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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