Peak One Financial
101 E Main Street, Suite 108 Frisco CO 80443 ** mailing address: PO Box 5477 Frisco CO 80443
Newsletters
-
Is Your Dream Kitchen a Good Investment?
Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.
-
What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
-
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates
This article explains newly implemented and upcoming tariffs and their potential economic impact.
-
Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Calculators
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?