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Blog

Josh Meyer | Oct 31, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Josh Meyer | Sep 6, 2023

Unearth Your Hidden Goals: Tips for Engaging with Your Financial Professional

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Josh Meyer | Aug 31, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best
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Josh Meyer | Aug 17, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-summer charitable donations, here are a few questions to ask yourself first.
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Josh Meyer | Jul 31, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Josh Meyer | Jul 26, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Planning with for an unknown number of years is a big challenge in distribution planning. Fortunately, there are ways to
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Josh Meyer | Jun 12, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Josh Meyer | Jun 12, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Josh Meyer | Jun 12, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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 How Will Your Plan Hold Up? Calculate Your Legacy Score Now!

We’ve identified the 5 critical mindsets and top 5 characteristics of a solid legacy plan.
Score yourself in each of these categories and get instant feedback regarding the strength of your legacy.

Download Your Scorecard

Our focus is to help you provide security, flexibility, and freedom for you and your family as we create your living and lasting legacies. Our goal at Peak Legacy Partners LLC is to provide you with simple, yet effective strategies that provide generational impact.

2323 West 5th Avenue
Suite 120
Columbus, OH 43204

  239-849-8005
  info@yourpeaklegacy.com


Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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