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.
Helpful Content
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Why Do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Strategies for Managing Student Loan Debt
Five strategies for managing your student debt.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.