Douglas R. Peete & Associates

Newsletters

Four Reasons to Review Your Life Insurance Needs

This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
Big Data for Smaller Players

Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
HOT TOPIC: The Budget and the Debt Ceiling: Round 2

Read an overview of the budget, the debt ceiling, and the potential consequences if Congress doesn’t take timely action to fund federal government operations.
All-in-One Funds: Targeting Time or Risk?

This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.

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.