The Peak Blog
Straight-talking guides on retirement income, taxes, and investing - no jargon, no sales pitch.
Article archive
The migration shell keeps the live article-card pattern, published-date treatment, and paginated archive structure while removing Webflow runtime dependence.
May 27, 2024 1:30:53 AM
Working with a Financial Advisor can be one of the best decisions you will ever make for your finances. In fact, a Vanguard study found that consumers that do NOT work with a Financial ...
Read more
May 22, 2024 4:26:18 PM
A retirement account rollover is when you transfer your employer sponsored retirement account (401k, 403b, 457 or TSP), or partially move funds from an employer sponsored plan into an I...
Read more
May 22, 2024 4:26:18 PM
The retirement risk zone is the period of time beginning roughly 10 years before retiring and ending roughly 5 years into retirement. In this transitional period, you shift from a lifet...
Read more
May 22, 2024 4:07:08 PM
Tax loss harvesting is a method of selling investments for a loss, in order to offset gains from another sold investment, to reduce taxes owed. When you sell an investment which has app...
Read more
May 22, 2024 3:58:20 PM
In-service distributions, also known as in-service withdrawals, are distributions taken from your employer sponsored retirement plan (a 401 k is the most common example) while you still...
Read more
May 22, 2024 2:38:00 PM
Portfolio income refers to the money generated from investments such as stocks, bonds, and real estate. It should not be confused with earned income or employment-based earnings because...
Read more
May 22, 2024 1:39:14 PM
In this guide we will seek to provide easy to follow education on what portfolio rebalancing is, so that you may rebalance your portfolio by the end of this article.
Read more
May 19, 2024 11:30:01 AM
Well, I missed last weeks newsletter - for that I apologize. Apparently traveling increases ones odds of getting Covid! First, I got it (tested positive Sunday 7/31, but have been sick ...
Read more
May 16, 2024 9:54:33 PM
Weekly Financial Planning Resources Roundup
Read more
May 16, 2024 9:54:33 PM
I didn't think it would be possible, but it appears that 2023 might be off to as tumultuous a start as 2022. In this March update, I share what's new at Peak Financial Planning, thought...
Read moreFree on-demand training
How to retire knowing nothing was missed.