We understand the importance of good timely information, and our clients deserve to stay informed with tools to learn more about their financial health. The 3 Peaks Financial Blog was created with this in mind, and we hope to always deliver on that vision using our experience and expertise.
As we get closer to the end of 2023, the annual changes involving Social Security, tax, and contribution limits are upon us. Instead of spending all of the time to look up those changes, we thought we would just give you the highlights.Read More
On October 16, 2008 in an editorial for The New York Times, Warren Buffett, considered by many to be one of the greatest investors of his generation, repeated one of his favorite maxims: Be fearful when others are greedy and greedy...Read More
Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what...Read More