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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
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The federal government requires deceased individuals to file a final income tax return.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a few things to consider when buying or leasing your next vehicle.
That big list of dreams and goals isn't the only way to look at your bucket list.
Taking your Social Security benefits at the right time may help maximize your benefit.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Make your retirement as exciting as your next vacation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.