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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
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are ways to improve your physical fitness without denting your fiscal fitness.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
One way to find money is to examine your current spending habits and eliminate money wasters.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Lifestyle considerations in creating your retirement portfolio.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Estate conservation is too important to put off. Do you have a smart exit strategy?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn about cyber liability insurance in this entertaining video.
A bucket plan can help you be better prepared for a comfortable retirement.