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Category: Financial goal planning

06/04/2018

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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05/15/2018

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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05/04/2018

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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04/20/2018

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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11/29/2017

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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06/29/2017

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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05/25/2017

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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08/11/2016

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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07/14/2016

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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07/05/2016

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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