Home
About
Our Process
Meet Chris
Services
Fees
Contact
Blog
Connect with Chris

Peterson Wealth Advisory

Home
About
Our Process
Meet Chris
Services
Fees
Contact
Blog
Connect with Chris
Christopher Peterson, CFP®
May 15, 2018

Millennial Money Matters

Christopher Peterson, CFP®
May 15, 2018
Millennial Money Matters

The majority of millennial's are now in the work force earning income and striving for financial independence. Check out some ideas to help your money work harder for you and how to find someone that will put your interests first.

Christopher Peterson, CFP®
April 27, 2018

Business Succession Planning

Christopher Peterson, CFP®
April 27, 2018
Business Succession Planning

Business succession planning is part of an estate plan and is essential for anyone who owns a small business. Typically, the business is the largest asset in the owner’s estate and special planning needs to be done proactively to protect it and follow your wishes.

Source: https://www.Vecteezy.com"

Christopher Peterson, CFP®
March 15, 2018
Financial Planning

Insurance Planning

Christopher Peterson, CFP®
March 15, 2018
Financial Planning
Insurance Planning

You know you need life insurance to provide security for your family. Here is a guide to help you understand life insurance, why you may need it, and how much coverage may be necessary.

Tagged: Insurance

Christopher Peterson, CFP®
November 9, 2017
Retirement, Financial Planning, Taxes

Roth 401(k): Why You Should Put Money Here

Christopher Peterson, CFP®
November 9, 2017
Retirement, Financial Planning, Taxes
Roth 401(k): Why You Should Put Money Here

If your 401k plan allows Roth deferrals and you don’t already use it, now is a great time to reconsider the Roth 401(k).

Tagged: Retirement, Roth 401(k)

Christopher Peterson, CFP®
November 8, 2017
Financial Planning, Retirement

Retirees End of Year Planning

Christopher Peterson, CFP®
November 8, 2017
Financial Planning, Retirement
Retirees End of Year Planning

It is less than two months until 2017 is over and before that all of the holiday happenings will be here. Now is the time for retirees to tackle certain financial issues and opportunities  for this year and next.

Tagged: Retirement, Financial Planner

Christopher Peterson, CFP®
October 16, 2017

Better Advice Using Technology

Christopher Peterson, CFP®
October 16, 2017
Better Advice Using Technology

Account aggregation or personal financial management (PFM) software allows consumers to directly aggregate their financial information to keep track of their own finances quickly and easily.

Christopher Peterson, CFP®
August 8, 2017

Teaching My Kids About Money

Christopher Peterson, CFP®
August 8, 2017
Teaching My Kids About Money

These are some practical ways you can help your children develop an appreciation for the importance of sound money management. This may be one of the most valuable gifts you give to your children.

Christopher Peterson, CFP®
May 11, 2017
Financial Planning

$106,000 for coffee? Let's Talk Compounding

Christopher Peterson, CFP®
May 11, 2017
Financial Planning
$106,000 for coffee? Let's Talk Compounding

By pocketing the $3.50 for coffee each day and investing it instead in a low-cost, diversified Roth IRA, you’d have an estimated $106,000 after 30 years. I don’t think anyone would pay $106,000 for coffee!

Tagged: Saving, Budgeting

Newer Posts
Older Posts
Back to Top
Form ADV & Disclosure
Peterson Wealth Advisory, 186 Hwy 70 E, Crossville, TN, 38555931-337-1458Chris@PWAplanner.com