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Featured Articles
One Tax-Saving Strategy Every Retired LDS Member Should Know
Scott M. Peterson, ChFC® | February 28, 2024
One Tax-Saving Strategy Every Retired LDS Member Should Know
The Retirement Income Challenge: Creating Security and Income for Retirement
Scott M. Peterson, ChFC® | February 20, 2024
The Retirement Income Challenge: Creating Security and Income for RetirementRecent Articles
Reduce your taxes throughout retirement with the Perennial Income Model™
Scott M. Peterson, ChFC® | March 06, 2025
Reduce your taxes throughout retirement with the Perennial Income Model™
What Does the Social Security Fairness Act Mean for Retirees? A Peterson Wealth Perspective
Carson Johnson, CFP®, CRPC™, NSSA™ | January 16, 2025
What Does the Social Security Fairness Act Mean for Retirees? A Peterson Wealth Perspective
Medicare Made Simple: Key Insights and 2025 Updates
Carson Johnson, CFP®, CRPC™, NSSA™ | November 26, 2024
Medicare Made Simple: Key Insights and 2025 Updates
One Tax-Saving Strategy Every Retired LDS Member Should Know
Scott M. Peterson, ChFC® | February 28, 2024
One Tax-Saving Strategy Every Retired LDS Member Should Know
The Retirement Income Challenge: Creating Security and Income for Retirement
Scott M. Peterson, ChFC® | February 20, 2024
The Retirement Income Challenge: Creating Security and Income for Retirement
Do I Have to Pay Taxes on an Inheritance in Utah?
Daniel Ruske, CFP® | October 06, 2023
Do I Have to Pay Taxes on an Inheritance in Utah?
The Best Way to Create a Retirement Income Plan
Scott M. Peterson, ChFC® | May 16, 2023
The Best Way to Create a Retirement Income Plan
What is Happening with Silicon Valley Bank?
Carson Johnson, CFP®, CRPC™, NSSA™ | March 24, 2023
What is Happening with Silicon Valley Bank?
Reduce Your Taxes Throughout Retirement With the Perennial Income Model™
Scott M. Peterson, ChFC® | November 02, 2022
Reduce Your Taxes Throughout Retirement With the Perennial Income Model™
6 Year End Financial Planning Strategies for 2023
Austin Lee | November 08, 2023
6 Year End Financial Planning Strategies for 2023
The Role an Emergency Fund Plays for Retirees
Daniel Ruske, CFP® | September 29, 2022
The Role an Emergency Fund Plays for Retirees
26 Best Ways to Combat Inflation
Scott M. Peterson, ChFC® | September 01, 2022
26 Best Ways to Combat Inflation
Inflation 101: Understanding the ‘Why’ Behind Today’s Inflation
Scott M. Peterson, ChFC® | July 19, 2022
Inflation 101: Understanding the ‘Why’ Behind Today’s Inflation
Health Insurance Options Early Retirees
Alek Johnson, CFP® | July 01, 2022
Health Insurance Options Early Retirees
Preparing for, and Dealing with, Market Turbulence
Scott M. Peterson, ChFC® | May 31, 2022
Preparing for, and Dealing with, Market Turbulence
The Perennial Income Model™ – Retirement Income “bad luck insurance policy”
Scott M. Peterson, ChFC® | April 22, 2022
The Perennial Income Model™ – Retirement Income “bad luck insurance policy”
Four questions your retirement plan should answer
Alex Call, CFP® | April 03, 2022
Four questions your retirement plan should answer
How Tax Withholding Affects Your Tax Refund
Daniel Ruske, CFP® | February 23, 2022
How Tax Withholding Affects Your Tax Refund
Are You Ready for a 30-Year Retirement?
Scott M. Peterson, ChFC® | May 19, 2021
Are You Ready for a 30-Year Retirement?
It’s Not as Bad as You Might Think
Jeffrey Lindsay, CFP®, CRPC | April 04, 2021
It’s Not as Bad as You Might Think
The SECURE ACT: Tax Law Changes for IRA’s that Impact Retirees
Scott M. Peterson, ChFC® | February 05, 2021
The SECURE ACT: Tax Law Changes for IRA’s that Impact Retirees
Investing Tips for Retirees: Risk vs. Volatility
Scott M. Peterson, ChFC® | February 03, 2021
Investing Tips for Retirees: Risk vs. Volatility
Now That I Am Retired, How Do I Craft an Estate Plan?
Mark Whitaker, MS, CFP®, CRPC | February 02, 2021
Now That I Am Retired, How Do I Craft an Estate Plan?
Equities are too Risky and Should be Avoided: Grand Illusion #4
Scott M. Peterson, ChFC® | February 02, 2021
Equities are too Risky and Should be Avoided: Grand Illusion #4
Past Performance Does Not Guarantee Future Results – Grand Illusion #3
Scott M. Peterson, ChFC® | February 02, 2021
Past Performance Does Not Guarantee Future Results – Grand Illusion #3
Do Actively Managed PortfoliosBeat the Market? – Grand Illusion #2
Scott M. Peterson, ChFC® | February 02, 2021
Do Actively Managed PortfoliosBeat the Market? – Grand Illusion #2
The myth of “Timing the Market” – Grand Illusion #1
Scott M. Peterson, ChFC® | February 02, 2021
The myth of “Timing the Market” – Grand Illusion #1
Investment myths: Welcome to the Grand Illusions
Scott M. Peterson, ChFC® | February 01, 2021
Investment myths: Welcome to the Grand Illusions
Investing Lessons Learned from 2020
Scott M. Peterson, ChFC® | January 08, 2021
Investing Lessons Learned from 2020
Is your Advisor a Fiduciary?
Scott M. Peterson, ChFC® | October 30, 2020
Is your Advisor a Fiduciary?
How to Pay for Health Insurance in Retirement
Mark Whitaker, MS, CFP®, CRPC | September 01, 2020
How to Pay for Health Insurance in Retirement
This Time Really Isn’t Different: What to do When the Stock Market Crashes
Scott M. Peterson, ChFC® | May 27, 2020
This Time Really Isn’t Different: What to do When the Stock Market Crashes
How the CARES Act Impacts Retirees
Scott M. Peterson, ChFC® | April 01, 2020
How the CARES Act Impacts Retirees
Strategic Opportunities in a Market Decline
Scott M. Peterson, ChFC® | March 09, 2020
Strategic Opportunities in a Market Decline
Turning Retirement Savings Into Income: 4 Income Plans Evaluated
Scott M. Peterson, ChFC® | January 24, 2020
Turning Retirement Savings Into Income: 4 Income Plans Evaluated
How to Protect Your Personal Data Online
Mark Whitaker, MS, CFP®, CRPC | November 07, 2019
How to Protect Your Personal Data Online
3 Strategies to Deal with your RSU Tax Bomb
Mark Whitaker, MS, CFP®, CRPC | January 30, 2019
3 Strategies to Deal with your RSU Tax Bomb
Don’t Make Retirement Investing Decisions Based on a Headline
Scott M. Peterson, ChFC® | December 31, 2018
Don’t Make Retirement Investing Decisions Based on a Headline
Creating Retirement Income From Your Investments
Scott M. Peterson, ChFC® | October 17, 2018
Creating Retirement Income From Your Investments
The World’s Worst Investments: Why Precious Metals are a Bad Investment
Scott M. Peterson, ChFC® | July 31, 2018
The World’s Worst Investments: Why Precious Metals are a Bad Investment
What Role Will Social Security Play in My Retirement Income Plan?
Scott M. Peterson, ChFC® | July 23, 2018
What Role Will Social Security Play in My Retirement Income Plan?
Best Tax-Friendly States for Retirees
Mark Whitaker, MS, CFP®, CRPC | July 12, 2018
Best Tax-Friendly States for Retirees