Christopher Peterson, CFP®

May 1, 2017

Financial Planning, Fiduciary

Update: Fiduciary Rule

Christopher Peterson, CFP®

May 1, 2017

Financial Planning, Fiduciary

Fiduciary or best interest rule delayed but will begin implementation June 9th.

Christopher Peterson, CFP®

April 6, 2017

Financial Planning

10 Common Estate Planning Mistakes

Christopher Peterson, CFP®

April 6, 2017

Financial Planning

10 Common Estate Planning Mistakes

Christopher Peterson, CFP®

November 11, 2016

President-Elect Trump & Your Money

Christopher Peterson, CFP®

November 11, 2016

This week your fellow American's elected a new president. Whether you supported him or not we should start planning for how these changes may affect our finances.

Christopher Peterson, CFP®

November 7, 2016

Fees

Why is Being Fee-Only Important?

Christopher Peterson, CFP®

November 7, 2016

Fees

Why Is Being Fee-Only Important?

Christopher Peterson, CFP®

October 21, 2016

False Election Worries

Christopher Peterson, CFP®

October 21, 2016

In this quick 4-minute video produced by Vanguard, they share how markets have reacted during past presidential elections and after the new president has taken office.

Christopher Peterson, CFP®

September 29, 2016

Legacy Plan: Passing Assets To Who You Want

Christopher Peterson, CFP®

September 29, 2016

Who do you trust to distribute the assets you have accumulated throughout your life? A judge, or a close relative/friend? If you do not have proper legal documents, a state judge will make those decisions for you.

Christopher Peterson, CFP®

September 28, 2016

Fees

Kickback or Revenue Sharing?

Christopher Peterson, CFP®

September 28, 2016

Fees

Kickback: a percentage of income given to a person in a position of power or influence as payment for having made the income possible: usually considered improper or unethical.

Christopher Peterson, CFP®

September 30, 2015

Calm Thoughts: Stick With The Plan

Christopher Peterson, CFP®

September 30, 2015

Is your internal voice nervous right now? “Should I do something?” it asks. “What’s not working?” it wants to know. “Have I made a mistake?” “What should I do?” “How do I fix it?” They are nagging at our minds.