Tax Planning | Peterson Financial Group

Wishful Thinking In Retirement Planning

By Eric Peterson | May 30, 2019 |

Is your head in the clouds when it comes to retirement? Here are three common phrases people say when it comes to retirement planning. Eric shares whether these mentalities are wishful thinking.

Underrated Or Overrated?

By Eric Peterson | May 23, 2019 |

We’re playing a game to determine what’s underrated and overrated when it comes to a few topics in the financial world (and even a few outside of financial planning). Let us know what you think.

Episode #27: It’s Time To Talk About RMDs

By Eric Peterson | February 21, 2019 |

Required minimum distributions can easily slip through the cracks of your retirement plan. As tax day 2019 is approaching, understand the impact RMDs will have on your finances.

Episode#23: Prepping For Tax Season

By Eric Peterson | January 24, 2019 |

It’s the time of year when people start thinking about taxes. We’ll ask a few questions and offer a few tips to prepare you for tax season.

Episode #22: Common Money Mistakes

By Eric Peterson | January 17, 2019 |

There are many moving parts in a successful retirement plan. If you’re not careful, it’s easy to gloss over key details. Eric uncovers some of the common money mistakes he sees people making.

Episode #17: Financial Blind Spots

By Eric Peterson | December 13, 2018 |

When you’re driving, you always check your blind spot before changing lanes. If you don’t, you might find yourself in an accident. Eric covers the blind spots in your financial vehicles.

Episode #16: Retirement Checklist

By Eric Peterson | December 6, 2018 |

Much like a pilot going through his pre-flight checklist before takeoff, it’s important you examine your pre-retirement checklist before walking away from a paycheck. Eric explains the items on that list.