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Posts Tagged ‘investing strategy’

Retirement Savings Options: IRA Contributions & Roth Conversions

By Eric Peterson | January 16, 2020 | 0

What happens if you’ve maxed out your 401(k) contribution limit? When is a good time to make a Roth conversion? Eric answers three questions from the mailbag this week all pertaining to the options you have when it comes to saving for retirement.

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Episode #25: Retirement On The Golf Course

By Eric Peterson | February 7, 2019 | 0

Learn how retirement planning is a bit like golf. Grab your sticks, and join us on the proverbial golf course.

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Episode #5: Get Out Of Your Own Way

By Eric Peterson | September 20, 2018 | 0

Are you doing more harm than good to your financial life? If so, listen up. It’s time to get out of your own way. 

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Peterson Financial Group, Inc., a Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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