Douglas R. Peete & Associates

Newsletters

Five Tips to Follow When Applying for a Mortgage

Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.
Five Tips to Regain Your Retirement Savings Focus in 2021

This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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?
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.

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.