Douglas R. Peete & Associates

Newsletters

Why Family Businesses Should Have Succession Plans

Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
Big Data for Smaller Players

Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Why You Might Need Disability Income Insurance

This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
HOT TOPIC: GameStop, Reddit, and Market Mania: What Happened?

Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Cash Flow Analysis

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

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