Douglas R. Peete & Associates

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Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Portfolios Get Personal: Growing Interest in Socially Responsible Investing

This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
HOT TOPIC: Antitrust Crackdown Aims to Increase Competition

See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
Pension or Lump Sum: Which Should You Choose?

Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.

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.
Cash Flow Analysis

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