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Resources

Personal, reliable financial advice when you need it most.

  • The PEAK Process
    EXCHANGE TRADED FUNDS VS. MUTUAL FUNDS
    November 1, 2016
  • The PEAK Process
    ACTIVE VS. PASSIVE INVESTMENT VEHICLES
    November 1, 2016
  • The PEAK Process
    STRATEGIC VS. TACTICAL MANAGEMENT
    November 1, 2016
  • The PEAK Process
    OUR INVESTMENT PROCESS
    November 1, 2016
  • The PEAK Process
    FINANCIAL ADVICE BACKED BY RESEARCH YOU CAN TRUST
    November 1, 2016
  • Financial Concepts
    Five Keys to Investing For Retirement
    September 12, 2016
  • Financial Concepts
    10 Years and Counting: Points to Consider as You Approach Retirement
    September 12, 2016
    If you’re a decade or so away from retirement, you’ve probably spent at least some time thinking about this major life change. How will you cont.

Blog Categories

  • Financial Concepts
  • The PEAK Process

Articles of Interest

  • The Active or Passive Fund Debate is Over (U.S. News & World Report LP)

Calculators

  • Buying a Home (Mortgage Payment) Calculator
  • Immediate Annuity Calculator
  • Present Value of an Annuity Calculator
  • Life Insurance Needs Calculator
  • Portfolio Withdrawal Calculator
  • Reaching Your Investment Goal Calculator
  • Reaching Your Investment Goal: Contributions Needed Calculator
  • Saving for College Calculator
  • Saving or Investing Calculator Chart
  • Social Security Break-Even Calculator

Useful Links

  • Publication 590
  • Social Security - ssa.gov
  • Medicare - medicare.gov
  • Credit Report - annualcreditreport.com

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  • Contact Us

    603.488.2483

    20 Trafalgar Square, Suite 404
    Nashua, NH 03063

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