Peak One Financial
101 E Main Street, Suite 108 Frisco CO 80443 ** mailing address: PO Box 5477 Frisco CO 80443
Newsletters
-
Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
-
Investing with Market Cap in Mind
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
-
Have You Set a Retirement Savings Goal?
Completing this simple worksheet can help establish a realistic retirement savings target.
-
The Evolution of Retirement Savings
The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Calculators
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
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.