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

Category: Financial goal planning

After commencement, time to commence saving

06/04/2018

If you have a child about to graduate college or with an advanced degree, congratulations! Earning a bachelor’s, master’s or…
Read More

An Introduction to Sustainable and Responsible Investing: Aligning your investments with your values at Old Peak Finance

05/15/2018

Your investment dollars are making an impact. The companies you are invested in are creating an impact on our world….
Read More

New tax law: Steps you can take now

05/04/2018

As of January 1, anything you make is subject to a new tax law. You may not notice it until…
Read More

Creating income in retirement

04/20/2018

You’ve spent decades working and saving. Now you’re retired, with a “nest egg” of savings you believe will last for…
Read More

Charitable giving

11/29/2017

Americans give hundreds of billions of dollars to charity each year. If you are someone who gives regularly, you should…
Read More

Retirement plan options for a contract employee

06/29/2017

When you are a contract employee and receive 1099 income, you are considered to be a sole proprietor earning self-employed…
Read More

Three Types of Taxation

05/25/2017

Modify your thinking from the type of account to type of taxation. Every account you have can fall into 3 types…
Read More

529 college savings plans: A primer

08/11/2016

Daniel Lee, a summer intern at Old Peak, was the lead researcher and author of this paper. Daniel double-majors in…
Read More

Personal finance for US expatriates

07/14/2016

This paper was authored by Rick Waechter, Old Peak’s founder. Rick was an expat in Hong Kong for 15 unforgettable…
Read More

Do I need a financial advisor?

07/05/2016

This paper was authored by Molly Stanifer, who has been a financial advisor for almost a decade. Full disclosure: I’m…
Read More