Jeanne Peterson, CFP

01/13/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

01/08/2026

Taxes can take a big bite out of your investment growth. Let’s talk about strategies that help reduce the impact and keep your money working harder for you. Contact me today to learn more.

01/07/2026

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Get more value out of your 401(k) by following these 8 steps.

01/06/2026

Having too much cash sitting on the sidelines in a money market fund might seem like a safe move. But history shows that there’s an opportunity cost to playing it too safe. Simply put, cash has less growth potential and most likely won’t help you reach your long-term goals. Even with periodic market downturns, history shows that markets eventually rebound, recoup their losses, and ultimately move higher — outperforming cash by a wide margin.

01/05/2026

Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy. Reach out to discuss your options.

01/02/2026

You might be tempted to make drastic moves during market downturns. But making investment decisions based on emotions can hurt your long-term growth potential. How? You may lock in losses and miss out on gains when the market recovers. While it’s hard to watch your portfolio fluctuate with the ups and downs of the market, sticking with your long-term strategy may pay off over time.

12/30/2025

Is your portfolio ready for what’s next? Beyond stocks and bonds, thoughtfully selected alternative investments can help protect what you’ve worked so hard to build while potentially enhancing returns. Reach out to discuss.

12/22/2025

Do you have a game plan to combat emotional decision making? Let’s discuss your financial goals to help you be more prepared.

12/18/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

12/11/2025

As advisors, we seek to help clients maximize their Social Security benefits by highlighting information needed to do so. Making informed decisions about timing can have a significant impact on retirement income.

How can I help support your needs?

12/10/2025

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of tax deferral could keep more of your money invested and the solutions that can help.