Peterson Financial Group, LLC Tom Peterson- Adviser with New York Life

September is LIAM- Life Insurance Awareness Month.

A time of the year as a Financial Professional to remind those around us that protection planning is at the root of all planning.

Making sure we cross our T's and dot our I's when laying out our financial future for ourselves and our loved ones.

Going to be spending September making sure all those T's are crossed and we spread the education on the importance of bottom up planning.

Rooted in Protection. Growing in Prosperity. Peterson Financial.

Good Education, Good Eats, and Good Company.

What a great week in Denver we had! A little work, some time by the pool, and a whole lot of socializing with talented advisers at this year's council. We also enjoyed getting to see Peterson Financial's very own AnnaMarie Donnadio who met us there from Dallas.

Can't wait to see what this year has in store!

Receiving money from a loved one that's passed is such a gift...paying unexpected taxes on it, is not. Always helpful to know how to avoid the unexpected.

The IRS Is Waiting: 2 Ways to Save Your Inherited Annuity From Massive Taxes When inheriting an annuity, a beneficiary who isn't a spouse can face a big tax bill. Choosing annuitization or the "stretch" option lets you soften the blow.

Looking forward to seeing some of my peers at Council next week.

Going to be hanging out in Denver with some of the top New York Life Financial Professionals for the week, always learning how to elevate for our clients and having a great time.

Who's headed to Colorado with me?

How do capital gains work and what do they mean for you upcoming tax year?

State Capital Gains Tax Rates for 2026: How Much Investors Pay This Year Selling investments at a profit can be rewarding for some — until tax season arrives. And federal taxes are just one part of the equation.

Another year of recognition for Forbes Best-In-State Financial Services Professionals for Illinois. Another reason to keep pushing to be the best we can be for our amazing clients.
Thank you all

Another NewYorkLife Council Close in the books, another year of gratitude and success to be proud of!

Celebrated with our Greater Chicago team for a great music filled night out at Pete's Dueling Piano Bar in Rosemont, IL.

With each year that passes, our team cannot stress enough the proudness we feel in the way our client's show up for us when we need it most. We call, and you all answer. Thank you for the trust you have in us to continue to share our ever growing knowledge and allowing us to provide to you the best care we can. We look forward to the 2026-2027 Council year and look forward to bringing each of you on this new year's journey with us!

Happy Independence day!

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

3 Questions To Ask Before Unretiring So Your Dream Job Doesn’t Become a Nightmare

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

5 Things 50 Millionaires Wish They'd Known Before They Retired