Petra Benefits Financial Services

FDIC insurance was designed to protect your deposited funds, but do you know how?

Understanding FDIC Insurance FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

August ended strongly for U.S. markets, with the S&P 500 closing above 6,500 for the first time. A mix of slowing job growth and cooling inflation put the Fed’s next move in the spotlight as investors look ahead to the September meeting. And with football season kicking off, fans and advertisers are spending big to be part of the action.

Monthly Market Insights | September 2025 Monthly Market Insights | September 2025 U.S. Markets Stocks posted a solid gain in August as investors eyed the Federal Reserve’s next move with interest rates. The Standard & Poor’s 500 Index advanced 1.91 percent, while the Nasdaq Composite rose 1.58 percent. The Dow Jones Industrial Average ...

Committed to increasing your financial literacy? Don't be afraid to ask questions.

The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.

Many have heard they should avoid probate; do you understand what probate is and how it works?

Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible.

All those years of work can add up to a small fortune. What's your strategy for your money?

Lifetime of Earnings Estimate how much you have the potential to earn during your working years.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Reviewing Your Life Insurance Needs Learn how the review process works and how it may help you better understand your Life Insurance.

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Retirement Plan Detectives Watch this fun video for tips on how to search for missing money.

Wondering what to tell your financial pro? Check out this quick video for guidance!

Top 5 Things to Tell Your Financial Pro Here are the top 5 things your team may want to hear.

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Does your business have a retirement strategy that fits your short, long-term needs?

Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

How Boomers and Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.