The Peak Blog

Retire confidently. Invest smarter.

Straight-talking guides on retirement income, taxes, and investing - no jargon, no sales pitch.

Jun 12, 2024 2:52:40 PM

Navigating Inherited IRA Rules

In this blog post, we'll explore inherited IRA rules, from spousal vs non-spousal beneficiaries to RMDs and estate taxes. Additionally, we'll discuss the unique benefits of inheriting R...

Jun 12, 2024 2:52:40 PM

Should You Take Pension Payments or a Lump Sum Payout?

When it comes time to retire you will have to decide between accepting a lump sum buyout or opting for pension payments. In this blog post, we will explore the differences between these...

Jun 12, 2024 2:52:40 PM

9 Retirement Planning Mistakes and How to Avoid Them

The retirement risk zone is the period of time beginning roughly 10 years before retiring and ending roughly 5 years into retirement.

Jun 5, 2024 3:59:17 PM

Should you use a Model Portfolio in Retirement?

Portfolio management can be daunting for any investor. There are multiple nested decisions for each action that you take. For example: which models do you use? Do you invest in stocks o...

Jun 3, 2024 1:38:42 PM

What's Our Real Purpose In Ukraine?

Enjoy this week's Friday 5 - paying homage to the 2022 bitcoin conference, there's some extra Bitcoin flare to this weeks set of podcasts, videos, and articles. This week had a dive int...

Jun 3, 2024 1:38:30 PM

What to Look For In a Financial Advisor

90% of licensed financial advisers are legally salespeople with an obligation to maximize profits for their company, not their clients. Advisers who are legally held to the fiduciary st...

Jun 3, 2024 1:36:19 PM

Retirement Planning: 3 Investing Tips That Will Help You Achieve Better Outcomes

Investing is NOT the same as savings. Savings is accumulating more money than you can spend. IE: Income greater than Expenses. Investing is putting your money to work so that it grows a...