by Billy Peterson | Jun 29, 2021 | blog
Peterson Wealth Services Point of View: Forgotten 401(k) Plans – Shaun Peterson – CDFA®, Financial Advisor Shaun provides a few quick tips on what to do with old 401(k) plans and what to avoid...
by Billy Peterson | Apr 29, 2021 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun provide some commentary on cryptocurrencies and where we stand with...
by Billy Peterson | Mar 30, 2021 | blog
Peterson Wealth Services’ Point of View: Billy Peterson – CFP®, CDFA®, Financial Advisor, Shaun Peterson – CDFA®, Financial Advisor. Billy and Shaun break down the $1.9 trillion stimulus package and provide a quick update on the...
by Billy Peterson | Mar 24, 2021 | blog
Peterson Wealth Services’ Point of View: Tax Documents and Contribution Deadlines Shaun and Cade give a quick update on tax documents and when the deadline is to contribute to your...
by Billy Peterson | Jan 22, 2021 | blog
Peterson Wealth Services’ Point of View: Meet Jenna Billy interviews our newest employee, Jenna, about her background and her role here at...
by Billy Peterson | Jan 7, 2021 | blog
This is a short clip about a Donor Advised Fund that we utilize. By using a Donor Advised Fund you can get a tax deduction today for your charitable giving plans both now and for future donations. The nice thing about this fund is you can choose any charitable...
