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learn blog Reduce your taxes throughout retirement with the Perennial Income Model™

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™
learn blog 6 Year End Financial Planning Strategies for 2022

6 Year End Financial Planning Strategies for 2022

Austin Lee | October 13, 2022

6 Year End Financial Planning Strategies for 2022
learn blog The Role an Emergency Fund Plays for Retirees

The Role an Emergency Fund Plays for Retirees

Daniel Ruske, CFP® | September 29, 2022

The Role an Emergency Fund Plays for Retirees
learn blog 26 ways to combat inflation in your own life

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
learn blog Social Security

Social Security

Scott M. Peterson, ChFC® | August 13, 2022

Social Security
learn blog BYU Education Week 2022

BYU Education Week 2022

Scott M. Peterson, ChFC® | August 05, 2022

BYU Education Week 2022
learn blog The Perennial Income Model™

The Perennial Income Model™

Scott M. Peterson, ChFC® | August 05, 2022

The Perennial Income Model™
learn blog Qualified Charitable Distributions (QCDs)

Qualified Charitable Distributions (QCDs)

Scott M. Peterson, ChFC® | August 05, 2022

Qualified Charitable Distributions (QCDs)
learn blog Inflation 101: Understanding the ‘why’ behind today’s 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
learn blog Health insurance options for the early retiree

Health insurance options for the early retiree

Alek Johnson, CFP® | July 01, 2022

Health insurance options for the early retiree
learn blog Preparing for, and Dealing with, Market Turbulence

Preparing for, and Dealing with, Market Turbulence

Scott M. Peterson, ChFC® | May 31, 2022

Preparing for, and Dealing with, Market Turbulence
learn blog The Perennial Income Model™ – Retirement Income “bad luck insurance policy”

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”
learn blog Four questions your retirement plan should answer

Four questions your retirement plan should answer

Alex Call, CFP® | April 03, 2022

Four questions your retirement plan should answer
learn blog How Tax Withholding Affects Your Tax Refund

How Tax Withholding Affects Your Tax Refund

Daniel Ruske, CFP® | February 23, 2022

How Tax Withholding Affects Your Tax Refund
learn blog Are you ready for a 30-year retirement?

Are you ready for a 30-year retirement?

Scott M. Peterson, ChFC® | May 19, 2021

Are you ready for a 30-year retirement?
learn blog It’s Not as Bad as You Might Think

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
learn blog The SECURE ACT: Tax Law Changes for IRA’s that Impact Retirees

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
learn blog Investing Tips for Retirees: Risk vs Volatility

Investing Tips for Retirees: Risk vs Volatility

Scott M. Peterson, ChFC® | February 03, 2021

Investing Tips for Retirees: Risk vs Volatility
learn blog Now that I am retired, how do I go about crafting an estate plan?

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?
learn blog Equities are too Risky and Should be Avoided: Grand Illusion #4

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
learn blog Past performance does not guarantee future results – Grand Illusion #3

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
learn blog The myth of “Timing the Market” – Grand Illusion #1

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
learn blog Do actively managed portfolios beat the market? – Grand Illusion #2

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
learn blog Investment myths: Welcome to the Grand Illusions

Investment myths: Welcome to the Grand Illusions

Scott M. Peterson, ChFC® | February 01, 2021

Investment myths: Welcome to the Grand Illusions
learn blog Investing Lessons Learned from 2020

Investing Lessons Learned from 2020

Scott M. Peterson, ChFC® | January 08, 2021

Investing Lessons Learned from 2020
learn blog Is your Advisor a Fiduciary?

Is your Advisor a Fiduciary?

Scott M. Peterson, ChFC® | October 30, 2020

Is your Advisor a Fiduciary?
learn blog How Will I Pay for Health Insurance in Retirement?

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?
learn blog This Time Really Isn’t Different: What to do When the Stock Market Crashes

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
learn blog How the CARES Act Impacts Retirees

How the CARES Act Impacts Retirees

Scott M. Peterson, ChFC® | April 01, 2020

How the CARES Act Impacts Retirees
learn blog Strategic Opportunities in a Market Decline

Strategic Opportunities in a Market Decline

Scott M. Peterson, ChFC® | March 09, 2020

Strategic Opportunities in a Market Decline
learn blog Turning Retirement Savings Into Income: 4 Income Plans Evaluated

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
learn blog How to Protect Your Personal Data Online

How to Protect Your Personal Data Online

Mark Whitaker, MS, CFP®, CRPC | November 07, 2019

How to Protect Your Personal Data Online
learn blog 3 strategies to deal with your RSU tax bomb

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
learn blog Don’t Make Retirement Investing Decisions Based on a Headline

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
learn blog Creating Retirement Income from your Investments

Creating Retirement Income from your Investments

Scott M. Peterson, ChFC® | October 17, 2018

Creating Retirement Income from your Investments
learn blog The World’s Worst Investments – Gold and other precious metals, and Index Annuities

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
learn blog What role will Social Security play in my retirement income plan?

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?
learn blog Best Tax-Friendly Places to Live for Retirees

Best Tax-Friendly Places to Live for Retirees

Mark Whitaker, MS, CFP®, CRPC | July 12, 2018

Best Tax-Friendly Places to Live for Retirees

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