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
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
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.
Retirement Seen Through Your Eyes
What's your vision of retirement?
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement Redefined
Around the country, attitudes about retirement are shifting.