Douglas R. Peete & Associates

Newsletters

Why Small Businesses Should Pay Attention to Accessibility

Find out more about how Americans with Disabilities Act requirements and guidelines may apply to your premises and websites.
HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers

This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
Flood Insurance: Be Prepared for Rising Waters and Changing Rates

Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
Splurge or Save? Making the Most of Your Income-Tax Refund

Did you receive an income-tax refund this year? This article looks at some ways to use it.

Estate Taxes

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