The Peak Blog
Straight-talking guides on retirement income, taxes, and investing - no jargon, no sales pitch.
Article archive
Jul 14, 2026 8:08:26 AM
It's a great privilege for us at Peak Financial Planning to share an example financial plan with you. We'd like to give you an idea of what the process looks like when working with us t...
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Jun 4, 2025 7:32:07 AM
Your employer retirement plan may offer the option to withdraw retirement funds while employed. This can be done via In Service Distributions or Withdrawals.
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Nov 20, 2024 10:38:53 AM
Flat Fee or Assets Under Mangement - What is the Right Way to Pay a Financial Advisor?
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Sep 26, 2024 1:40:19 PM
This guide is not designed to recommend for or against the purchase of an annuity. It is simply designed to educate and inform you of the considerations when evaluating whether to add a...
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Sep 26, 2024 1:40:19 PM
Capital Preservation is a defensive investment approach aimed at preventing or minimizing the loss of your original capital. This strategy is especially relevant for risk-averse investo...
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Sep 26, 2024 1:40:19 PM
Been curious whether you need a financial advisor or an accountant? This article will shed light on the matter.
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Sep 26, 2024 1:40:19 PM
Fee based advisors may receive both fee and commission compensation. Fee only advisors only receive fees from YOU, the client.
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Sep 26, 2024 1:40:19 PM
This guide will cover the key elements of a comprehensive financial plan, the process of building one, and how working with a qualified financial planner can help you achieve your finan...
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Sep 26, 2024 1:40:19 PM
Whether you own outright, have mortgage payments, or rent - housing expenses are the largest portion of most retiree's living costs. Deciding whether it's best to own your home, sell yo...
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Sep 26, 2024 1:40:19 PM
The retirement bucket strategy is an asset drawdown strategy. It works by breaking up your investments into three sections with various levels of risk over different timespans: one focu...
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