Peak Focus Financial

03/07/2022

01/04/2022

Just to make you aware, due to the Emancipation Day Holiday in DC, the Federal Tax Deadline for 2022 (tax year 2021) is extended to April 18.

April 15 is traditionally tax deadline day for the Internal Revenue Service. That’s not the case in 2022, however.

01/02/2022

I am only 27 pages in, and I’m telling you this book is a must-read.

11/12/2021

If this is your retirement plan, maybe we should talk.

11/02/2021

Tuesday Trivia! Do you know the difference between an Advisor and an Adviser when it comes to financial planning?

08/19/2021

If you missed today's SHORT webinar, here's a link to the recording:

https://us02web.zoom.us/rec/share/_dOUJOT0vWC14m-16zk5d6o0JaJym79ttD9XkJOG6lLEtz7_iQp9pQZYJsHjE-zD.e5G36bBW9_EXOE1E

Passcode: uuGbG*2K

Zoom's secure, reliable video platform powers all of your communication needs, including meetings, chat, phone, webinars, and online events.

03/17/2021

Attiya is your tax pro.

The American Rescue Plan Act of 2021 contains a lot of tax provisions aimed at providing individual financial relief. I’ve condensed the most important aspects of the new law to help you bett…

11/05/2020

I can help you with this! Ask me about it.

Financial therapists emphasize how much your upbringing might still impact the way you think about money.

10/06/2020

This hit wrong. Your goals are valid. Not open to judgement by your Financial Advisor or anyone else. Let’s talk about how you can achieve them.

09/28/2020

I am so excited!

Full refunds are available through August 31, 2020. There will be no refunds or ticket transfers after August 31, 2020 You must be a member of XY Planning Network to qualify for a member pass. The conference schedule is subject to change. Please review our Conference Code of Conduct and Safety Polic...