Peters Financial, LLC

Happy Labor Day!

A new job can mean a fresh start- but don't leave your retirement savings behind.

Whether you're starting a new role or planning your next move, knowing your 401(k) options can help keep your long-term goals on track. From updated contribution limits to catch-up opportunities, a little planning today can make a meaningful difference down the road.

Changing jobs? Make sure your retirement plan moves forward with you.

September is College Savings Month!

Estate planning is about more than deciding who gets what. It's about making your wishes clear, protecting the people you care about, and making important decisions before they're left to someone else.

Swipe through for a few estate planning facts you may not know.

A little planning today can create a lot more clarity for tomorrow.

New year, new contribution limits.

The IRS has updated several key retirement savings limits for 2026, creating new opportunities to maximize your savings and stay on track towards your long-term goals.

Knowing the numbers is the first step. Having a strategy for them is what makes the difference.

Social Security can play an important role in your retirement income- but there's more to it than simply deciding when to claim.

From how your benefits are calculated to working while collecting, spousal eligibility, and potential taxes, understanding the details can help you make more informed decisions for your retirement.

Swipe through for a few Social Security facts worth knowing.

Confidence in retirement starts long before your last day of work.

From understanding your future expenses to managing debt, building savings, and planning your retirement income, the steps you take today can help you feel more prepared for what's ahead.

Swipe through for five ways to build more confidence in your retirement plan.

Your first year in retirement may be one of the biggest transitions you'll ever make.

From adjusting to a new routine to managing your retirement income and finding purpose beyond your career, planning ahead can help make the journey smoother.

Swipe through for four things to expect during your first year in retirement- and how preparing today can help you enjoy tomorrow.

A will is more than a legal document- it's a way to protect the people and things that matter most.

From directing your assets to simplifying the probate process and protecting your children, creating a will can provide clarity and peace of mind for you and your loved ones.

If making a will has been on your to-do list, let this be your reminder to start the conversation.

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.

Sources: SSA.gov (2025), Investopedia.com (May 15, 2024), SSA.gov (2025), SSA.gov (2025), SSA.gov (2025), EBRI.org (2025), SSA.gov (2025), SSA.gov (2025).