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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
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Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Military families face unique challenges, making personal finance even more critical.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Bonds may outperform stocks one year only to have stocks rebound the next.
Simple steps may help you foil hackers and protect your privacy.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There’s an alarming difference between perception and reality for current and future retirees.
When should you take your Social Security benefit?
For women, retirement strategy is a long race. It’s helpful to know the route.
Making the most of surprises is a great reason to work with us.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
It’s never a bad time to speak with your financial professional about changes in your situation.