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.
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Helpful Content
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Surprises
Making the most of surprises is a great reason to work with us.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.