William Peterson Financial Planning

161 Main Street
Jackson, California 95642

209-257-3363
800-545-4209

 

Money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

 
 
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

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Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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Saving for College 101

Here's a crash course on saving for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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