Solving Your Financial Puzzle…
One Piece At A Time
At William Peterson Financial Planning, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and strive provide you with a worry free retirement. At William Peterson Financial Planning, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work toward making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies so we can help protect our clients’ lifestyles for a lifetime.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Here are six flags that may make your tax return prime for an IRS audit.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Here are 5 reason why you may consider working through retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Here's a breakdown of how the federal government spends your tax money.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
Learn how to harness the power of compound interest for your investments.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Investors seeking world investments can choose between global and international funds. What's the difference?