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

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

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

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

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

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

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

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

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

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?

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