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Posts Tagged ‘Retirement Lifestyle’

Episode #13: The Retirement Gridiron

By Eric Peterson | November 15, 2018 | 0

This time of year, you can find football on TV almost every night. Let’s see what we can learn about retirement from the gridiron. 

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Episode #11: Financial Warning Lights

By Eric Peterson | November 1, 2018 | 0

Much like the lights on your dashboard that indicate issues with your car, there are indicators in your financial life that highlight problems in your portfolio. Join us as Eric serves as our financial mechanic.

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Episode #9: Retirement Procrastination

By Eric Peterson | October 18, 2018 | 0

Procrastination is dangerous as it pertains to your retirement. Don’t let these lines of thought keep you from planning your financial future. 

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Episode #8: Being Between Jobs

By Eric Peterson | October 11, 2018 | 0

Finding yourself between jobs can be frustrating, but it presents opportunities. Consider the challenges and opportunities that accompany an employment gap.

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Ed Slott Master Elite IRA Advisor Group Expand

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℠.

Better Business Bureau (BBB) Expand

People are overwhelmed with choices –and often unsure about where to find verified, unbiased information. Since 1912, BBB has helped people make smarter buying decisions, and BBB is evolving to meet today’s fast changing marketplace needs. BBB sets standards for ethical business behavior and monitors compliance. Over 400,000 Accredited Businesses meet and commit to their high standards. Peterson Financial Group pays a fee to be part of the Better Business Bureau

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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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