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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
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding the value of a home warranty.
Do you know where the idea of “retirement” comes from?
When to start? Should I continue to work? How can I maximize my benefit?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Even low inflation rates can pose a threat to investment returns.