Tom Peterson, CFP, MSFS, Financial Planner Eagle Strategies LLC

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on inherited IRAs, Roth conversions and more.

Ask the Editor, February 13: More Questions on IRAs

Here is how to help keep your Social Security number private in an age of aggressive cybercriminals.

Why 'Locking' Your Social Security Number Is the New Credit Freeze Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

Assumable mortgages let buyers take over a seller’s home loan. Learn how they work, who qualifies and when assuming a mortgage makes sense in 2026.

What Is an Assumable Mortgage and Could It Save You Thousands? With mortgage rates still elevated, taking over a seller’s existing home loan could lower monthly payments — if the numbers work.

Peterson Financial Group has been working hard this first quarter to keep our clients up to date on financial news and what's going on behind the scenes.

Our new website is now live!

Office open house is right around the corner.

Who's joining us in celebrating all our recent accomplisments?

We're not slowing down!

Visit us at: www.tjpeterson.com
Access your Client Portal and read our latest Financial News Digest!

Contributions for the 2025 tax year need to be set before the 2025 tax deadline on Wednesday- April 15th. Contact our office today to find out if you are maximizing your contributions and how to set up your 2026 to align with your retirement goals!

For more information or to schedule an appointment, please email us at [email protected]

Annuities are often misunderstood- this Kiplinger article gives a simple breakdown on understanding what type of annuities are available. New York Life Income Annuities are performing and working in great favor.

Definitely worth exploring the options; Peterson Financial Group is always available to discuss whether an annuity aligns with your goals!

What are Annuities? The Different Types and How They Work Learn all the pros and cons of getting a guaranteed income stream with this investment vehicle.

The phasing retirement strategy is definitely gaining popularity as costs go up and new generations navigate what retirement means. What used to be work hard, save well, and live comfortably...now isn't so simple. Planning is definitely key!

Do you see more people using the phased retirement to taper into their retirement lifestyle?

Phased Retirement And Why It Matters For Your Retirement Planning Is phased retirement for you? It may be if the thought of stopping work cold turkey is not appealing.

We can't wait to share with you!

Didn't quite make it to the stadium, but close enough! Hopped over to Seattle to check out the Seahawks game with my boys this past weekend and ended up at Tom's Watch Bar. Great weekend, always wonderful seeing two of my kids and some extended family.

Who you got for the superbowl?

Merry Christmas Eve! Me and Dani will be spending the next two days with some much needed relaxation while enjoying these wonderful handcrafted caramels from Brown Sugar Caramels. It was a pleasure treating ourselves and our wonderful friends to this sweet treat this holiday season!