William Peterson Financial Planning

161 Main Street
Jackson, California 95642

209-257-3363
800-545-4209

 

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

 

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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Long-Term-Care Needs

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Determine your potential long-term care needs and how long your current assets might last.

Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?