Get the wealth advice you need.

In-depth articles on retirement income, tax strategy, Social Security, and estate planning for Utah retirees.

95 articles

• We Have $1.1 Million Saved. I'm 67, My Wife Is 62. Can I Finally Retire?October 21, 2026 · 5 min read
• Is $1.5 Million Enough to Retire at Age 60?October 13, 2026 · 9 min read

Recorded sessions and live events covering retirement planning topics from Peterson Wealth advisors.

46 webinars

• Your Health Insurance Roadmap for Retirement49 min
• Tax-Smart Retirement: Moves to Consider Before Year-End59 min

Plan on Living

Scott Peterson's guide to turning a lifetime of savings into lifelong income. Request your complimentary copy.

Free book

Answer a few questions to see your retirement readiness in minutes. For illustration only, not personalized advice.

Free tool

The retirement income framework Peterson Wealth has tested since 2007, designed so your savings last a lifetime.

Straight answers to the questions retirees ask most about fees, process, and working with Peterson Wealth.