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Peak One Financial

101 E Main Street, Suite 108 Frisco CO 80443 ** mailing address: PO Box 5477 Frisco CO 80443

HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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