Douglas R. Peete & Associates

Newsletters

Mid-Year Is a Great Time to Fine-Tune Your Finances

The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Will vs. Trust: Know the Difference

Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail

This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.

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.