Personal Financial Advice & Insights, LLC. Steve Peterson, Principal

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Personal Financial Advice & Insights, LLC. Steve Peterson, Principal

Steve is a SmartVestor Pro recommended by Dave Ramsey and Chris Hogan. We provide the guidance and knowledge that is just right for you.

He is committed to earning your trust and providing professional financial advice at the lowest possible cost! We take the time and effort to get to know you, your financial goals & needs, and your financial knowledge. With today's easy to use on line brokers we guide you to easily manage your own account. We go beyond your securities investments, showing you how to optimize earnings from your che

cking account, your savings account, and/or your CD's. We can also help you manage your debt and provide information to maximize your benefits using credit and credit cards appropriately. Additional services available include providing advice on college savings plans, budget management, planning for retirement, navigating health care in retirement, and managing care for your elderly loved ones when needed. We also offer a cost effective annual review to help keep your investments on track and guide you through the financial changes and challenges you encounter each year.

07/08/2023

The newsletter is a quick and easy-to-read source of financial tips, news and more.

07/06/2023

Artificial intelligence is making waves in finance and investing. If you're considering using AI technology to help with your retirement strategy, there are a few pros and cons to consider.

AI-based financial advice can be a highly personalized and effective retirement planning tool. Here's a look at the pros and cons.

07/03/2023

Many people are taking a closer look at the protection their funds have due to recent bank failures. From cryptocurrency to annuities and IRAs, here's a look at what's covered and what isn't.

Just as stock market turmoil is a good reminder to make sure your investment portfolio is diversified, a few surprise bank failures is a good excuse to remind yourself that not all your financial accounts are protected.

06/30/2023

If you own a business, it may be a good idea to create a succession or exit plan as a part of your estate plan.

Estate planning alone isn’t enough protection for business owners, who need to also consider succession plans as well as financial, legal and operational issues.

06/27/2023

Summer is the perfect time to do a mid-year checkup on your personal finances. The latest newsletter provides a quick guide on how to do a review on your own.

Adjust your strategy to optimize your finances.

06/24/2023

Many wealthier individuals hold as much as 24% of their wealth in cash. But for non-millionaires, is holding large amounts of wealth in cash a good idea?

Millionaire investors have been hoarding cash. The average investor shouldn't necessarily do the same.

06/22/2023

Big companies and small businesses alike can fall victim to cyber crimes. Learn common cyber attacks that affect businesses and how you can take steps to protect yourself.

With cybercriminal activity evolving at an unprecedented rate, it is important to be vigilant than ever before and follow cyber hygiene.

06/19/2023

The amount of investors putting their faith in gold is increasing, while stocks are declining. Here's what some experts have to say about gold in the current market.

A Gallup poll found Americans are bullish on gold, which tends to rise in popularity as an investment during periods of fear and economic malaise.

06/16/2023

Whether they're in preschool or high school, parents have an opportunity to teach children the value of money and help them develop smart financial habits.

Teaching kids financial literacy includes showing them how to make a budget, explaining how you choose best prices and more.

06/13/2023

Do you have a graduate in your life to celebrate? These five gift ideas could provide even more long-term value than the go-to cash gift.

5 ways to give them a brighter financial future.

06/10/2023

Here's a great overview of the pros and cons of fixed index annuities and how they're used for retirement. Have any questions about retirement planning? Get in touch.

The best part about fixed index annuities: protection from downside risk. And the closer you get to retirement, the more you want protection if the markets have another bad year.

06/01/2023

Ever wonder how you compare to the average in your age range? This article provides the stats on how much people tend to have saved for retirement at different ages.

Are you on track to have enough money for retirement? See how your savings stack up against your peers.

Address

2588 Ravine Way
Stevensville, MI
49127

Website

http://www.pfinaai.com/

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