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Understanding Today's Financial Environment
Welcome, we are PEAK Financial Services, Inc., a Comprehensive Wealth Management Firm, in Northborough, MA. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Around the country, attitudes about retirement are shifting.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Purchasing homeowners insurance is critical for protecting your home.
Important items to consider when purchasing condo insurance.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are common mistakes you can avoid when saving for retirement.
Understanding how capital gains are taxed may help you refine your investment strategies.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know these three personal finance sayings?
It’s never a bad time to speak with your financial advisor about changes in your situation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What is your plan for health care during retirement?
There are a few things to consider when buying or leasing your next vehicle.