Tax Planning | Peterson Financial Group

You might feel great about where you stand financially but there’s a chance you could be flirting with disaster. We’ll tell you about three key areas where people make mistakes in their planning that can end up causing major financial problems in retirement.

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.

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.

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.

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.

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.

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.

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.