SteelPeak Wealth

Christine Mueller Coley, CFP®, CDFA® was featured as a source by ComparisonAdviser, providing some key insights on retirement income taxes.

Business owners – break out your notebooks, class is in session. Rina Pineda, CPA, MST provides 10 actionable tips to reduce your tax burden before year-end. Don’t leave savings on the table as the year comes to a close.

Options aren’t just for high-risk speculation – they’re a powerful tool for creating steady, predictable income. In the second part of our series, we explore two of the most popular income-generating options strategies: covered calls and cash-secured puts.

🙋♀️ Ask an Advisor: I’m approaching the age where I have always envisioned retiring. How do I know when I have enough saved? Luke E Anderson, AWMA®, Wealth Advisor This is an extremely important question to ask, as you want to make sure that the funds last –  especially after stopping work. One thing in particular that is crucial to consider is what are the overall annual expenses, plus we want to look at what the timeframe is for how long the funds need to last for as well. On top of that, taking into consideration the possibilities of investments during that period of time, are you able to implement an investment strategy of which additional income or cash flow is generated, or are we looking at more of a growth strategy during that period of time? The basis of this answer ultimately comes down to a financial plan with all necessary information, making sure that the plan is secure and can withstand any bending. What if inflation were to stay a little bit higher for many years? What if there were unexpected expenses that came up later on? Is that financial plan still intact? This is part of the benefit of building out a financial plan, because it does provide that capability of looking at different scenarios, as opposed to just giving a clear-cut answer where it's black and white. It is more of an art, but we want to look at the overall probability and increase the potential for those funds to be able to last. Not just last, but to grow and to be able to pass down to the next generation if that were one of the goals of the client as well. I have these conversations often with my clients, and am always happy to provide more specific recommendations during a consultation. ### If you have a question you’d like to ask an advisor, drop it in the comments ⬇️ The stories and guidance that you read here are based on real scenarios, yet sometimes modified to protect anonymity.

In theory, of course we understand that alimony and child support are two distinct financial realities. In reality, however, we often lump them together as the same overwhelming headache. Let's break free of this oversimplified mindset in order to work towards greater clarity and peace of mind. (By the way--you're doing great!)

Navigating stressful situations is hard enough - make sure you find the right people to have in your corner.

Year-end tax planning, on a Friday? Rina Pineda, CPA, MST will not rest until she knows our clients are well-situated for tax season.

Option trading is a tool on every advisor’s belt. It’s one we reach for often, and we’ve mastered using it to solve for a variety of complex client situations. We’re kicking off a five-part series on options and how we view and use them. Like every good coach, we're starting with the fundamentals.

Proud to be named to Newsweek America's Top Financial Advisory Firms 2025 alongside an impressive group of peers.

Welcome to SteelPeak, Flavia N.! More boots on the ground in Florida.