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Posts Tagged ‘Life Insurance’

How To Create A Retirement Plan Without Compromises, Part 2

By Eric Peterson | October 3, 2019 | 0

We all want a certain sense of safety and security, but we also need the growth and potential that comes with risk. So how do you weigh out the two and create a plan without compromise? What tools can be used to achieve the right combination of both safety and growth?

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What’s In Your Financial Junk Drawer?

By Eric Peterson | September 5, 2019 | 0

We all have that drawer in the house with random odds and ends–some of it valuable and some of it you have no idea what to do with. What about in your financial files or folders? Do you know what’s what and what needs to go?

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Financial Debates – Debt, Mortgages, Life Insurance & Mutual Funds

By Eric Peterson | July 18, 2019 | 0

Inside of a mutual funds, the actions of others can impact you. If a lot of people are trying to sell that mutual fund, the manager has to sell some stuff to meet the redemptions and that can negatively impact you.

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Episode #14: Grandma’s Financial Wisdom

By Eric Peterson | November 22, 2018 | 0

There are probably lots of sayings you remember your grandmother using as you grew up. Find out how her musings might be applied as financial wisdom. 

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Episode #12: To Agree Or Disagree

By Eric Peterson | November 8, 2018 | 0

Join us for a game of Agree or Disagree. Discover whether Eric agrees with popular statements about finances and retirement planning.

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Episode #10: Reading The Fine Print

By Eric Peterson | October 25, 2018 | 0

Many investments promise enticing perks and large returns. They’re usually too good to be true and inundate you with fees. Avoid a headache by reading the fine print. 

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Ed Slott and Company educates financial professionals on the complexities of IRAs so they are equipped to navigate clients through tax and distribution planning. Since 2017, Eric has been a member of the Ed Slott’s Master Elite IRA Advisor Group℠. He trains on an on-going basis with Ed Slott and his team of IRA professionals. He completes the requisite training, attends semiannual workshops and webinars, and takes the mandatory exams. In return, he is equipped with education, up-to-date tools and resources to assist him with his clients' needs. Peterson Financial pays a fee to be part of the Ed Slott’s Master Elite IRA Advisor Group℠.

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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.

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