Crossville Financial Advisor and CFP®
Peterson Wealth Advisory (PWA) is an independently owned Registered Investment Advisor (RIA) firm in Crossville, TN. I am the owner, a Certified Financial Planner™and a member of the National Association of Personal Financial Advisors (NAPFA). PWA is the only member of NAPFA in the triangle between Knoxville, Nashville and Chattanooga.
Concerns about the U.S. Dollar
Recently, there has been a lot of chatter about the U.S. dollar losing its status as the world’s reserve currency, which I recognize may feel both confusing and concerning to many.
How to Avoid Lifestyle Creep
What exactly is lifestyle creep? Lifestyle creep is the gradual increase of your spending as your income increases. The danger of lifestyle creep is that it happens gradually over an extended period, making it hard for you to notice. If you want to make sure you are building wealth as your income increases read these four points to keep your financial life on the right path.
Funny Money
Money can allow you to do fun things but managing money is not always fun or funny!
Protecting Retirement Income
Ideally, no one wants to enter retirement during a prolonged and significant market decline. After all, a market shock reduces a client portfolio's value, diminishing the amount that can safely be withdrawn. There are levers that can be pulled to help increase your chances of meeting your retirement goals even during dips in your account values.