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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Tips to avoid checking in luggage on your next vacation.
In times like these—nearly a decade after the Great Recession and in the midst of the current crisis—teaching your kids the value of a dollar is more critical than ever.
Understanding how a stock works is key to understanding your investments.
When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
When you retire, how will you treat your next chapter?
Here is a quick history of the Federal Reserve and an overview of what it does.
There are a lot of myths around whole life. Get the facts here.