Solving Your Financial Puzzle…
One Piece At A Time
At William Peterson Financial Planning, we provide personalized financial planning, retirement planning, investment management, Medicare guidance, life insurance solutions, and legacy planning tailored to your individual goals. Whether you're preparing for retirement, exploring your Medicare options, protecting your family, or planning for future generations, we're here to help you make informed financial decisions.
Your Partner for Success
Our commitment is to take the time to understand what matters most to you and develop strategies designed to support your financial objectives. From retirement income planning and investments to Medicare and life insurance, our commitment is to provide professional guidance, personalized service, and long-term relationships built on trust.
Helpful Content
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
View all articles 
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
View all calculators
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?