Douglas R. Peete & Associates

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Dividends for Income and Total Returns

Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies

Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overview of various tax-advantaged giving strategies.
IRA Strategies: After-Tax Money and the Pro-Rata Rule

The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Are You Ready to Cancel Your Cable TV?

Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.