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
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.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.