Insights
Regular articles, videos, and information from the Peninsula Wealth team. Sign up for our newsletter for regular market information and updates from the team!
Financial Planning 101: Cash & Debt Management
Part of an effective financial planning strategy is a regular review of your assets and your debts. Knowing where you are with strategic savings goals, budgeting, and debts can help your financial planner understand how to think about your finances in the near...
Deciding When to Retire
Originally published: August 2021Updated: June 2024 One of the most common questions our team gets is: “When can I stop working?” Planning for retirement is a major component of financial planning, but it’s not just about having enough funds to support your life —...
Why Budgeting Matters to Wealth Management
While financial planning and wealth management are about a lot more than how you spend your day to day dollars, tracking your spending and budgeting for your goals is an important part of making sure your financial plan is aligned to your particular needs - and to your long term plan.
Navigating Financial Waters After a Layoff
While layoffs can be an emotional process and can unleash a variety of doubts and fears, they don’t have to spell disaster for your financial well-being. Whether you're climbing the career ladder or eyeing the horizon of retirement, strategic financial planning can serve as your lifeline, ensuring that you stay afloat and even thrive in the face of adversity.
Why Long-Term Investing Outshines Short-Term Investing
The new year is a great time to evaluate your financial goals and your plan to meet them. Here are 7 tips for starting the new year off on the right foot when it comes to your financial goals!
