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Posts Tagged ‘Longevity’

Building a Plan for the Long Haul

By Eric Peterson | May 5, 2022 | 0

What do you need to get you through the long haul of life? Eric talks us through what this looks like in your financial plan and how to build it with an eye on a distant horizon.

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Stuff That Doesn’t Work

By Eric Peterson | February 3, 2022 | 0

What retirement plans simply don’t work out the way you want them to? Eric talks through the realities of retirement and how we can better plan accordingly.

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Retirement Income Planning Essentials

By Eric Peterson | September 23, 2021 | 0

What do you need to know about retirement income? From Social Security to planning for inflation, Eric breaks down the basics of what you need to know and how to make a plan that fits your future.

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What Goes Into a Customized Financial Plan?

By Eric Peterson | October 15, 2020 | 0

Why should you have a customized financial plan? What do you need to consider and what goals help you build an outline for your plan? Join us as we talk about what goes into the process of setting someone up for a secure future.

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How To Handle Financial Pain Points in Retirement

By Eric Peterson | September 19, 2019 | 0

When planning for retirement, there are a number of pain points that can come up to cause stress and fear for the future. What are some ways you can address these pain points now?

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Why Retirement Planning Ain’t What It Used To Be

By Eric Peterson | March 14, 2019 | 0

You’ve heard your parents discussing how difficult things used to be. We’ve all heard the adage about walking uphill both ways in the snow to get to school. However, reality suggests retirement planning actually used to be easier than it is today. Find out why.

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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.

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