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
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.