Douglas R. Peete & Associates

Newsletters

Social Security Spousal Benefits

This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
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.
Big Data for Smaller Players

Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
Income Investors May Find Closed-End Funds on Sale

Do you know the differences between open-end and closed-end funds? This article compares the two.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estate Taxes

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

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