100 Europa Drive, Suite 410 Chapel Hill, NC 27517 Secure Client Portal
919 459 8181

Category: blog

Do you want fries with that?


McDonald’s figured out long ago that, to boost sales, they could ask every customer, “do you want fries with that?”…
Read More

Tax moves before the ball drops


Before year-end, we review each client’s tax situation to determine if there are last-minute moves they can make to reduce…
Read More

Money sense for the next generation


One beauty of getting older: we have a lot more “real world” experience than our younger family and friends. That’s…
Read More

Spreading the wealth, carefully


If you spend less time thinking about how to give your money away than how to make it, you’re like…
Read More

Every New (And Established) Veterinarian Needs to Consider Long-Term Disability Insurance


By Dan Routh, CFP®, Fee-only Financial Planner with Old Peak Finance and spouse of a veterinarian.   “It will never…
Read More

Divorce and money


Over the past few years we have worked with an increasing number of divorcing or divorced clients. Divorce and personal…
Read More

CFP Professional

Congrats, Katie Villegas, CFP®


I’m thrilled to announce that our colleague, Katie Villegas, is officially a CERTIFIED FINANCIAL PLANNER™. Katie did the coursework and…
Read More

Anything worth doing …


  … will take time, a plan, periodic adjustments and a team effort.              …
Read More

Uncomfortable truths


Most of us like to think we’re pretty rational. That’s often not the case — especially when it comes to…
Read More

Welcome, welcome, welcome


The Old Peak family continues to grow. Please welcome three new members: Dan Routh joins as a financial advisor. He…
Read More