Intermountain Health Employees: When and How to Work With a Financial Advisor
If you work at Intermountain Health, you have likely spent years caring for other people. As retirement gets closer, there may come a point when you need someone to help care for your financial life too. Retirement comes with a lot of moving parts. You may be thinking about when to retire, how to turn […]
Preparing for Healthcare and Long-Term Care Costs in Retirement
When most people imagine retirement, they picture freedom, flexibility, and finally having the time to focus on what matters most – family, travel, service, or long-delayed hobbies. But one concern often looms larger than most: healthcare costs. As a retirement advisor, I’ve had countless conversations with clients who are worried about what would happen if […]
What Does the Social Security Fairness Act Mean for Retirees? A Peterson Wealth Perspective
Important news for retirees, we have a Social Security Fairness Act update! Social Security benefits are about to change in a way that will make a significant difference for millions of people. The Social Security Fairness Act was signed into law on January 5, 2025, this eliminates two controversial provisions that have reduced benefits for […]
Medicare Made Simple: Key Insights and 2025 Updates
Have you ever tried putting together a piece of furniture? At first, it seems straightforward. You start strong, pulling out all of the pieces and you begin reading the instructions. You may even be thinking, “This isn’t so bad.” But then something’s off, and the pieces stop aligning, you lose screws or nails, and what […]
What is Happening with Silicon Valley Bank?
The recent failure of Silicon Valley Bank and other recently mismanaged banks is not the beginning of some dramatic collapse of the banking system. History has taught us that our financial systems do a good job protecting our money. Volatility is the norm and even though we experience periods of short-term volatility, the economy has proven to be quite resilient.