Snow Peak Wealth Advisors

08/10/2023

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season are over, taxes are complete, and vacation days are s...

12/06/2022

Here are some things you might consider before saying goodbye to 2022.

What has changed for you in 2022? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind?...

08/01/2022

How much should you save for retirement? Is there even one answer? Take a look at your own retirement strategy.

"Will I outlive my retirement money?" This is one of the top fears for people who are starting to prepare for their retirement years. Determining how...

06/22/2022

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (IRS) announced new contribution limits for 2022. ...

06/15/2022

Are you or your children expecting a little bundle of joy? As exciting as this is, babies and children can be expensive. This infographic helps you prepare for the lifetime costs.

This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the p...

06/12/2022

Most people don’t think about insurance as being an integral part of a financial plan. This article details the type of insurance that will make sure you’re covered, no matter what life throws at you. Read more:

When it comes to creating a sound financial strategy, many people think of creating a diversified portfolio or making sure they’re regularly contribut...

06/08/2022

We are currently taking applications for an administrative assistant position for a small office of 5 financial advisors. Position will be 35 to 40 hours per week. Duties include greeting customers, answer incoming calls, assist with customer service, learn software systems to open new accounts and perform account maintenance, learn and maintain compliance requirements. Applicant must have excellent customer service skills, telephone skills, ability to draft outgoing correspondence, excellent computer skills including Word and Excel, pleasant attitude/team player, professional appearance, attention to detail, ability to multi-task and prioritize, aptitude for problem solving, effective communication skills. Wages commensurate with education and experience.

06/04/2022

Want to learn more about investing? These 11 famous quotes should help! Explore the quotes and the meaning behind each one.

There’s so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of fin...

06/01/2022

Get ready to build your estate strategy, starting with a will. We’ll cover why having a will is so important, and what you can do to make sure your family is taken care of after you’re gone.

While a will is a far more complicated document than a note, leaving a will for your family is not only a considerate move on your part; it may preven...

05/12/2022

Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy. Read more.

Of all the financial strategies that many people have in place, an inheritance strategy is usually not one. Discussing estate planning amongst family ...

05/03/2022

Understanding diversification is the first step in building a strong portfolio. Are you ready to weather the storm?

When you created your investment strategy, your asset allocation reflected your goals, time horizon and tolerance for risk. Over time, however, any o...

04/28/2022

Do you know the "A, B, Cs" of Medicare? Brush up on your Medicare basics to stay in control of your medical future.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. Increasingly, Americans are i...