Where are you in your retirement process?
Case Study #1
After working and saving for years, Jennifer is thinking about retirement. But she feels lost on where to start.Read More
Transitioning to Retirement
Case Study #2
Will and Olivia are preparing to sell their business as they shift into retirement. They’re excited, but don’t feel fully prepared.Read More
Case Study #3
Gary and Linda are currently retired. But they’re starting to worry they may outlive their savings.Read More
*Disclaimer: The above case studies are hypothetical in nature. They do not directly represent Peterson Wealth Advisors clients, nor do they guarantee specific results.
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Who knew you could actually understand and find the world of investing interesting! This book truly ought to be required reading starting with every high school graduate and working up to those looking to retire. “
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Plan on Living deals with retirement strategies for those who have just retired or about to retiree. Each chapter has a fitting quote at the beginning to build on and many examples are then given to represent the points being discussed. I find the points very compelling as I am within a year or two of retirement and will be dealing with the issues discussed in the book.
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*Disclosure: These reviews are provided by clients and non-clients.
They were not compensated and are not affiliated persons of PWA.