801.225.0000
info@petersonwealth.com
Orem, UT 84057
Client Login
Schedule a Free Consultation
Read Your Way to Retirement.
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
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 ways to combat inflation in your own life
Scott M. Peterson, ChFC® | September 01, 2022
26 ways to combat inflation in your own life
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 for the early retiree
Alek Johnson, CFP® | July 01, 2022
Health insurance options for the early retiree
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 go about crafting an estate plan?
Mark Whitaker, MS, CFP®, CRPC | February 02, 2021
Now that I am retired, how do I go about crafting 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 portfolios beat the market? – Grand Illusion #2
Scott M. Peterson, ChFC® | February 02, 2021
Do actively managed portfolios beat 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 Will I Pay for Health Insurance in Retirement?
Mark Whitaker, MS, CFP®, CRPC | September 01, 2020
How Will I 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 – Gold and other precious metals, and Index Annuities
Scott M. Peterson, ChFC® | July 31, 2018
The World’s Worst Investments – Gold and other precious metals, and Index Annuities
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 Places to Live for Retirees
Mark Whitaker, MS, CFP®, CRPC | July 12, 2018
Best Tax-Friendly Places to Live for Retirees