It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
PEAKFINANCIALSOLUTIONS.COM
The Long Run: Women and Retirement
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
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Tax Rules When Selling Your Home
“Old age is no place for sissies,” said actress Bette Davis. #LifeInsurance
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Planning for the Expected
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
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What If You Get Audited?
A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
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Disability and Your Finances
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
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Money Draining Food Myths
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
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Fallen Tree Damage—Who Pays?
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Business owners should consider a succession plan sooner rather than later.
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Succeeding at Business Succession
Check out this video on taxes. #IncomeTax
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The Facts About Income Tax
Learn how #insurance #deductibles work, and how they can help you save money.
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How Insurance Deductibles Work
Facing divorce? Don't overlook changes to your insurance coverage. #divorce #insurance
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What You Should Do About Insurance Following a Divorce
If you thought that payouts from life insurance are tax-free in all cases, think again.
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When Life Insurance Becomes Taxable
Generate income and rebuild principal. A powerful one-two punch.
PEAKFINANCIALSOLUTIONS.COM
Split Annuity Strategy
Health & Human Services: Age can make a difference in the cost of a long-term-care policy.
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What to Look for in a Long-Term Care Policy
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
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“Dirty Dozen” Tax Scams to Watch For
Working in Retirement: New trend or same old story?
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Where Will Your Retirement Money Come From?
Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
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Retiring the 4% Rule
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
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Money that Buys Good Health is Never Ill Spent
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance
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A Look at Whole Life Insurance
The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
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Choosing a Business Structure
Social host laws may make you responsible for underage drinking in your home, even if you are away.
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Teen Drinking and Your Liability
Never get stuck with the check again after watching this.
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No Cash, No Checks, No Problem
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
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Retirement Realities
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
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The Value of Insuring Against Life’s Risks
It might surprise you how well Millennials are saving for retirement. #genY #retirement #savings
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What Our Kids Can Teach us About Saving Money
My COVID test came back negative at the same time the stock market broke 30,000. Coincidence? You be the judge. ;)
A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement
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Social Security: Maximizing Benefits
Consider a bucket plan to go with your bucket list.
PEAKFINANCIALSOLUTIONS.COM
A Bucket Plan to Go with Your Bucket List
I just learned of a client's suicide. In our school district there have been 11 student suicides since August. Last school year there was one student suicide. I know COVID is killing people, but isolation is killing people too. I don't pretend to have all the answers, but I hope our government really considers this before forcing another lockdown.
If you're having problems, give me a call. I will do what I can to help. You make the world a better place.
National Suicide Prevention Lifeline: 800-273-8255
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
MYF.MG
myf.mg
Saving for college doesn’t have to be as complicated as college itself.
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Saving for College 101
It’s possible to avoid these classic #retirement traps, with a little preparation.
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Retirement Traps to Avoid
As complex as the details of taxes can be, the income tax process is fairly straightforward.
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How Income Taxes Work
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire
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Social Security: The $64,000 Question
Generate income and rebuild principal. A powerful one-two punch.
PEAKFINANCIALSOLUTIONS.COM
Split Annuity Strategy
Property taxes too high? Here are ways to potentially lower your assessment. #homeowner #propertytax
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How to Appeal Your Property Taxes
Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?
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Rightsizing for Retirement
Currency has been around for a long time. Here’s a quick #history lesson.
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The History of Currency
Is your retirement portfolio subject to “sequence of returns” danger?
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Retirement Income and the Traditional Portfolio
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
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How to Read Your Credit Report
How much is enough for your emergency fund?
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Your Emergency Fund: How Much Is Enough?
You face sequence of returns risk. Know what it is? #investing #investmentrisk
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The Investment Risk No One’s Ever Heard Of
Retirement may change your perception of investment risk.
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Your Changing Definition of Risk in Retirement
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
Three steps may make a difference if you find yourself suddenly single.
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Suddenly Single: 3 Steps to Take Now
Want to learn about Toastmasters? Come visit my club on Thursday, 1/19 @ 11am.
How literate are you when it comes to your finances? Brush up with these five basics.
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The Five Basics of Financial Literacy
Generate income and rebuild principal. A powerful one-two punch.
PEAKFINANCIALSOLUTIONS.COM
Split Annuity Strategy
Somebody is tired after a busy day at the office.
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
PEAKFINANCIALSOLUTIONS.COM
Insuring Your Business Against Cyber Liability
Temporary receptionist!
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
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Errors and Omissions Insurance
What do you need to know in the face of post COVID-19 volatility?
PEAKFINANCIALSOLUTIONS.COM
Pullbacks, Corrections, and Bear Markets
Take the time to think about these three things when shopping for your next vehicle.
PEAKFINANCIALSOLUTIONS.COM
Consider These 3 Things Before Driving Off the Lot
Generate income and rebuild principal. A powerful one-two punch.
PEAKFINANCIALSOLUTIONS.COM
Split Annuity Strategy
Somebody is tired after a busy day at the office.
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
PEAKFINANCIALSOLUTIONS.COM
Insuring Your Business Against Cyber Liability
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
PEAKFINANCIALSOLUTIONS.COM
Money Draining Food Myths
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
PEAKFINANCIALSOLUTIONS.COM
The Long Run: Women and Retirement
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
PEAKFINANCIALSOLUTIONS.COM
Errors and Omissions Insurance
What do you need to know in the face of post COVID-19 volatility?
PEAKFINANCIALSOLUTIONS.COM
Pullbacks, Corrections, and Bear Markets
Take the time to think about these three things when shopping for your next vehicle.
PEAKFINANCIALSOLUTIONS.COM
Consider These 3 Things Before Driving Off the Lot
Generate income and rebuild principal. A powerful one-two punch.
PEAKFINANCIALSOLUTIONS.COM
Split Annuity Strategy
Consider a bucket plan to go with your bucket list. #RetirementSavings
PEAKFINANCIALSOLUTIONS.COM
A Bucket Plan to Go with Your Bucket List
Your #creditscore may impact what you pay for auto and home #insurance.
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Does Your Credit Score Affect Your Insurance Rates?
If you don’t have an #estatestrategy, here’s some reasons why you should.
PEAKFINANCIALSOLUTIONS.COM
Why Everyone Needs an Estate Strategy
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
PEAKFINANCIALSOLUTIONS.COM
Money Draining Food Myths
It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.
PEAKFINANCIALSOLUTIONS.COM
The Long Run: Women and Retirement
Protecting you or your company from a civil claim may require an #insurance coverage you have never heard of.
PEAKFINANCIALSOLUTIONS.COM
Errors and Omissions Insurance
Check out this video on taxes. #IncomeTax
PEAKFINANCIALSOLUTIONS.COM
The Facts About Income Tax
What every parent needs to know about insuring his or her #teen #driver. #insurance
PEAKFINANCIALSOLUTIONS.COM
Buying Auto Insurance For Teen Drivers
Consider a bucket plan to go with your bucket list. #RetirementSavings
PEAKFINANCIALSOLUTIONS.COM
A Bucket Plan to Go with Your Bucket List
Your #creditscore may impact what you pay for auto and home #insurance.
PEAKFINANCIALSOLUTIONS.COM
Does Your Credit Score Affect Your Insurance Rates?
If you don’t have an #estatestrategy, here’s some reasons why you should.
PEAKFINANCIALSOLUTIONS.COM
Why Everyone Needs an Estate Strategy
Some diets lighten nothing but your wallet. Here’s a few to avoid. #diets #fads #health
PEAKFINANCIALSOLUTIONS.COM
Money Draining Food Myths
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
PEAKFINANCIALSOLUTIONS.COM
What If You Get Audited?
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
PEAKFINANCIALSOLUTIONS.COM
Insurance Needs Assessment: When You're Newly Married
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
PEAKFINANCIALSOLUTIONS.COM
Silver Sneakers 101
Look who made it to the Superbowl! No? OK, that was from 2019.
Check out this video on taxes. #IncomeTax
PEAKFINANCIALSOLUTIONS.COM
The Facts About Income Tax
What every parent needs to know about insuring his or her #teen #driver. #insurance
PEAKFINANCIALSOLUTIONS.COM
Buying Auto Insurance For Teen Drivers
Second homes have unique risks and insuring them is different than a primary home.
PEAKFINANCIALSOLUTIONS.COM
Insuring Your Second Home
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PEAKFINANCIALSOLUTIONS.COM
A Home Insurance Claim: To File Or Not To File
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
PEAKFINANCIALSOLUTIONS.COM
What If You Get Audited?
#Marriage changes everything, including your #insurance needs. Here are some things to look out for
PEAKFINANCIALSOLUTIONS.COM
Insurance Needs Assessment: When You're Newly Married
Learn about Medicare’s popular program, offering retirees free gym membership and health education.
PEAKFINANCIALSOLUTIONS.COM
Silver Sneakers 101
Look who made it to the Superbowl! No? OK, that was from 2019.
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
PEAKFINANCIALSOLUTIONS.COM
Understanding the Basics of Medigap Policies
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
PEAKFINANCIALSOLUTIONS.COM
Do You Owe The AMT?
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
PEAKFINANCIALSOLUTIONS.COM
Insurance Needs Assessment: When You're Young and Single
Second homes have unique risks and insuring them is different than a primary home.
PEAKFINANCIALSOLUTIONS.COM
Insuring Your Second Home
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
PEAKFINANCIALSOLUTIONS.COM
A Home Insurance Claim: To File Or Not To File
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
PEAKFINANCIALSOLUTIONS.COM
What If You Get Audited?
Download our guid to Savvy Cybersecurity!
HORSESMOUTH.COM
Savvy Cybersecurity Quick Reference Guide
Tax time can be a good time to give your household budget a checkup.
PEAKFINANCIALSOLUTIONS.COM
Budget Check Up: Tax Time Is the Right Time
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
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Data Thieves from Outer Space
Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.
PEAKFINANCIALSOLUTIONS.COM
Understanding the Basics of Medigap Policies
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
PEAKFINANCIALSOLUTIONS.COM
Do You Owe The AMT?
Even if you’re #young and single, you should still consider #protecting yourself with #insurance.
PEAKFINANCIALSOLUTIONS.COM
Insurance Needs Assessment: When You're Young and Single
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
PEAKFINANCIALSOLUTIONS.COM
Perception vs. Reality
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
PEAKFINANCIALSOLUTIONS.COM
Social Security: By the Numbers
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
PEAKFINANCIALSOLUTIONS.COM
Stay Safe with a B.O.P. At Your Back
Download our guid to Savvy Cybersecurity!
HORSESMOUTH.COM
Savvy Cybersecurity Quick Reference Guide
Tax time can be a good time to give your household budget a checkup.
PEAKFINANCIALSOLUTIONS.COM
Budget Check Up: Tax Time Is the Right Time
Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
PEAKFINANCIALSOLUTIONS.COM
Data Thieves from Outer Space
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
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Red Flags for Tax Auditors
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
PEAKFINANCIALSOLUTIONS.COM
Perception vs. Reality
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
PEAKFINANCIALSOLUTIONS.COM
Social Security: By the Numbers
If you’re a business owner and don’t get BOP’ed, you could be making a huge mistake.
PEAKFINANCIALSOLUTIONS.COM
Stay Safe with a B.O.P. At Your Back
Download our guid to Savvy Cybersecurity!
HORSESMOUTH.COM
Savvy Cybersecurity Quick Reference Guide
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
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Medicare At 65+
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
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Five Most Overlooked Tax Deductions
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
PEAKFINANCIALSOLUTIONS.COM
What Is a 1035 Exchange?
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
PEAKFINANCIALSOLUTIONS.COM
Red Flags for Tax Auditors
Social Security: Retirement's main source of income or monthly bonus? You decide. #SocialSecurity
PEAKFINANCIALSOLUTIONS.COM
Perception vs. Reality
Tax deadline has been extended, but you still need to do your taxes. Check out our $99 special!
Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit
PEAKFINANCIALSOLUTIONS.COM
What If You Get Audited?
Take the time to think about these three things when shopping for your next vehicle.
PEAKFINANCIALSOLUTIONS.COM
Consider These 3 Things Before Driving Off the Lot
If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
PEAKFINANCIALSOLUTIONS.COM
Medicare At 65+
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
PEAKFINANCIALSOLUTIONS.COM
Five Most Overlooked Tax Deductions
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
PEAKFINANCIALSOLUTIONS.COM
What Is a 1035 Exchange?