Mutual funds have been the most popular investment vehicle for a long time, but that doesn't mean that most people understand them as well as they should. Let's discuss…

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

Most people like to think that they always make decisions based on logic and facts, but the truth is that emotions usually play a role for all of us in the decision-making process…

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

Bet you didn't expect spending your money to be one of the hardest parts of retirement. But for some, that's the case. Fears of saving enough or worrying about running out of money can have a real impact on your retirement mindset. Let's talk more about why this happens and what to do about it.

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

Turning 62 might not seem like a big milestone since it's not a number that ends in zero. But it's a big milestone year when it comes to Social Security, because now you can start collecting checks, if you want to. But should you? Before you make a move, it's important to know your "why" for whatever you choose.

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

There's something pretty special about a snow day, when the kids get out of school and get to play all day outside with the neighbors. Let's relive the fun in the snow you might have had as a kid and see how that can serve as a metaphor for our financial lives…

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

With the new year upon us, let's run through the checklist of things people should be thinking about as it relates to their financial plans…

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

What can we learn about financial planning from these song lyrics about money?

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

Let's talk about some of the shiny objects in the financial world that can distract you from the substance that you should really be focused on…

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…

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Website: https://petersonfg.com/

Phone Number: 515-226-1500

We've all seen those Christmas ornaments that say things like "Baby's First Christmas." It's a milestone moment worth commemorating. But what about a retiree's first Christmas? You may not have a specialty ornament to hang on the tree for this one, but that doesn't mean it isn't a milestone. Here's what might be different about this year's holiday for your first Christmas in retirement…

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Website: https://petersonfg.com/

Phone Number: 515-226-1500