Peak One Financial
101 E Main Street, Suite 108 Frisco CO 80443 ** mailing address: PO Box 5477 Frisco CO 80443
Newsletters
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Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
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Locked Out? How to Break Into Today’s Housing Market
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.