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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
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
This calculator shows how inflation over the years has impacted purchasing power.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Try these activities to keep your brain sharp.
It may help your business be better prepared in the event of the death of a principal or key employee.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Imagine your ideal post-pandemic retirement with this animated video.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn about the importance of having an estate strategy in this helpful and informative video.
For women, retirement strategy is a long race. It’s helpful to know the route.