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Calculators

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Contact Us

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Videos

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Peak One Financial

101 E Main Street, Suite 108 Frisco CO 80443 ** mailing address: PO Box 5477 Frisco CO 80443

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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