Creating a retirement plan can be a daunting task. At Peterson Wealth Advisors, we use our propriety process, the Perennial Income Model™, which outlines three
“You must pay taxes. But there is no law that says you gotta leave a tip.” -Morgan Stanley
How can any retiree make a good decision about reducing taxes in
We often hear the following questions from people we work with:
- What will happen with my estate upon my death?
- Who will look after my spouse and help
Bob and Patricia are 60 years old and would love to retire as soon as possible. It's not uncommon to meet people like Bob and Patricia who have been saving
As 2019 came to a close, the president signed into law a sweeping series of changes that will affect how we save for retirement as well as the distribution of
For the new retiree, it’s a huge challenge to create a plan to transition a career’s worth of accumulations into a retirement full of income that needs to last
Some retirees have paid hundreds, sometimes thousands, of dollars unnecessarily to the IRS in the past year because they didn’t know the tax exclusion I am
The other day I saw a headline that read “Cancer overtaking heart disease as leading cause of death in many states”. The headline grabbed my attention and I
