Peak Financial Planning Blog

May 16, 2024

Strategic Vs Tactical Asset Allocation

Modern retirement investing strategy is dictated almost entirely by a concept called Asset Allocation. Asset allocation is the proportional weighting of the money in your retirement portfolio to spec

Read More
May 15, 2024

How to Manage your Retirement Income Sources

One of the most important aspects of retirement is how to fund your retirement. Your transition from accumulating wealth to withdrawing from your nest egg can be frightening and difficult. Retirement

Read More
May 16, 2024

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 Roth IRAs and

Read More
May 16, 2024

Plan to retire by learning to extend the lifespan of your assets

Decisions around Social Security, Medicare, exact retirement age, how much money to withdraw in retirement, investment allocation changes, and handling major taxable events. Research has shown that

Read More
May 16, 2024

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 two options

Read More
May 16, 2024

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.

Read More
May 16, 2024

Finding a Financial Advisor

71% of Americans say they could use more help with their household financial plan, only 29% of Americans work with a financial advisor or financial planner.

Read More
May 16, 2024

Sequence of Returns Risk & The Retirement Risk Zone

As you near retirement, one risk in particular should move to the top of your list of concerns: Sequence of returns risk (SORR). SORR has the potential to rapidly reduce the value of your

Read More
May 16, 2024

The Retirement Risk Zone

The 10 years before and after retirement can make or break your lifestyle in retirement. We call this the retirement risk zone. It is a crucial period when planning for your retirement. Peak Financi

Read More
May 16, 2024

Financial Advisor vs Planner: What You Need to Know

What you need to know about financial advisors vs financial planners.

Read More
May 15, 2024

How to Manage your Retirement Income Sources

One of the most important aspects of retirement is how to fund your retirement. Your transition from accumulating wealth to withdrawing from your nest egg can be frightening and difficult. Retirement

Read More
May 15, 2024

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 or bonds? Where

Read More
May 15, 2024

What is Portfolio Rebalancing?

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 16, 2024

The Retirement Risk Zone

The 10 years before and after retirement can make or break your lifestyle in retirement. We call this the retirement risk zone. It is a crucial period when planning for your retirement. Peak Financi

Read More

Peak Financial Planning is a Registered Investment Advisor in the State of CA

Financial PlanningWealth ManagementAbout Peak Financial PlanningView a Sample Financial Plan
YouTubePodcastClient StoriesWork With Us
© 2024 Peak Financial Planning | Designed and developed by ineeddev
Privacy Policy
Peak FP ADV