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Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately-held businesses, family offices, and not-for-profit organizations. We help our clients set and achieve their goals by developing solutions specifically designed and implemented for them.

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Our Solutions

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See what caught our eye this week and get our view on these topics.

The most anticipated report this week was the retail sales report, which was released on Wednesday. Retail sales increased 0.3% in November, which was below consensus expectations. Over the past 12 months, retail sales are up 18.2%. Gasoline station sales led the way, soaring 1.7%, while department stores declined 5.4% and electronic stores decreased by 4.6%. 
Will my mother’s life insurance policy cause a Medicaid penalty?
What happens to Medicare premiums after I get a gift?

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