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Category: Financial goal planning

After commencement, time to commence saving


If you have a child about to graduate college or with an advanced degree, congratulations! Earning a bachelor’s, master’s or…
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An Introduction to Sustainable and Responsible Investing: Aligning your investments with your values at Old Peak Finance


Your investment dollars are making an impact. The companies you are invested in are creating an impact on our world….
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New tax law: Steps you can take now


As of January 1, anything you make is subject to a new tax law. You may not notice it until…
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Creating income in retirement


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


Americans give hundreds of billions of dollars to charity each year. If you are someone who gives regularly, you should…
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Retirement plan options for a contract employee


When you are a contract employee and receive 1099 income, you are considered to be a sole proprietor earning self-employed…
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Three Types of Taxation


Modify your thinking from the type of account to type of taxation. Every account you have can fall into 3 types…
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529 college savings plans: A primer


Daniel Lee, a summer intern at Old Peak, was the lead researcher and author of this paper. Daniel double-majors in…
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Personal finance for US expatriates


This paper was authored by Rick Waechter, Old Peak’s founder. Rick was an expat in Hong Kong for 15 unforgettable…
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Do I need a financial advisor?


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