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Understanding Today's Financial Environment
Welcome, we are PEAK Financial Services, Inc., a Comprehensive Wealth Management Firm, in Northborough, MA. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
There are ways to improve your physical fitness without denting your fiscal fitness.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Understanding the economy's cycles can help put current business conditions in better perspective.
In the face of divorce, making changes to insurance coverage may be overlooked.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Even low inflation rates can pose a threat to investment returns.