Resources
Coloradans: Consider these 3 Options to Kickstart Your Kid’s College Funding!
Many parents dream of sending their kids to college. But there’s a problem: College is expensive. Really expensive. If you live in Colorado, follow these 3 steps to kickstart your kids’ college funding!
Spenders or Savers: Who’s Right?
When it comes to money, we generally fall into one of two groups: Spenders: People who want to make the most of today. Savers: People who want to be sure that the future will be more secure. Spenders often save too little because they use money for today instead of...
How should I talk to my kids about an inheritance?
Clients with children often consider the needs of their family and heirs when setting up their financial plan. But all too often, these same clients rarely involve their children in the plan or equip them to be good financial stewards of such an inheritance. This...
How to Choose a Financial Advisor
How to Choose a Financial Advisor If you’re looking for a financial advisor, you’ve likely found the hundreds of articles floating around the internet aiming to answer this question. They’ve been written by everyone from the Wall Street Journal to blogs like The...
Reflections on Net Worth
Reflections on Net Worth The concept of net worth is not a new one. Even when we were kids, whether or not we actually knew what we were talking about, we would repeat the net worth of celebrities or high paid athletes who had been featured in the news. These were...
Thank You!
Thank You! Dear Friends, There isn't a sweeter or more peaceful sight in the world than that of a sleeping child. We, the Peak Team, are so encouraged by the generosity that you, our clients, have demonstrated in providing more than 50 sets of sheets for children in...
Giving and Giving Thanks
Giving and Giving Thanks While our calendars may protest the often fast-paced weeks between Thanksgiving and Christmas, it’s good for us to end the year giving gifts and giving thanks. The end of the calendar year can cause us to think about the future which can, at...
Thoughts on the Presidential Election
What does the stock market think about the presidential election? Whether by choice or the sheer volume of content in the news, most of us are thinking about the Presidential Election on November 8. The final debate is now behind us and we're in the home stretch,...
Why You Shouldn’t Add Your Child to Your Bank Account
Why You Shouldn't Add Your Child to Your Bank Account Over the years we have heard from numerous clients that they have added or are considering adding their grown and trustworthy children to their bank accounts. The motives are varied but seem to revolve around two...
Department of Labor – Fiduciary Rule
Department of Labor - Fiduciary Rule While most of us have heard the phrase fiduciary duty, I'm imagining very few of us could give a clear definition. Recently, you may have heard some mention of this in the president’s State of the Union address. You may have heard...
