About Janae Peterson

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So far Janae Peterson has created 34 blog entries.

10 Ways to Save After Retirement

2021-09-08T12:15:48-06:00September 8th, 2021|

Want to hang on to your gold in your golden years? Then keep saving even when you’ve stopped earning. Here’s how. Take the same approach to money management you did before you kissed the 9-to-5 grind goodbye. Careful planning, money management and saving will go a long way toward making your retirement years relaxing -- ...

Gift Budget Planner

2021-09-08T12:11:51-06:00September 8th, 2021|

To help you through often expensive special occasions without getting into debt, use this fillable Gift Budget Planner to plan out your expenses.

Important Document Checklist

2021-09-08T12:07:46-06:00September 8th, 2021|

What you should Keep, Store or Shred There are many documents that can accumulate in a lifetime. This checklist is intended to help make it easy for you to keep organized and to know how long you should keep documents. As financial advisor we are happy to keep a copy of any of these ...

Social Insecurity

2021-08-06T15:02:51-06:00August 6th, 2021|

Americans are living longer each year. Every 6 years, the average life expectancy increases by 1 year. For example, the US life expectancy at birth was 60.8 years in 1921 but has increased to 77.8 years in 2021. Since Americans are living longer, saving for retirement is becoming more crucial. Relying on Social Security or a ...

How to Manage an Inheritance or Windfall

2021-07-12T10:06:38-06:00July 12th, 2021|

Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most have. But, riches that easily fall into your hands can quickly slip through your fingers. A study found that 1/3 of the people who received an inheritance had negative savings within two years. For example, I knew a girl that grew up in a modest household. ...

Inflation: The Silent Killer

2021-06-08T10:53:24-06:00June 8th, 2021|

Western Slope consumers have experienced a surge in prices of 4.2% over the last year! This is the highest increase since 2008! When the prices of goods increase, the purchasing value of your money decreases. A dollar that you had last year, is only worth $0.96 this year.  Over time this can erode the value ...

Should You Downsize Your Home?

2021-06-08T10:51:15-06:00June 8th, 2021|

Did you buy your home many years ago? Or have you been in your current place for a few years? There are plenty of reasons to sell and seek out a house that is smaller and one that fits your lifestyle. On the flip side, there are reasons you may want to stay in your ...

How to See If Your Child’s Identity Has Been Stolen

2021-06-08T10:48:48-06:00June 8th, 2021|

Identity theft is on the rise, and unfortunately, it’s not something that only adults encounter. Sometimes children’s identities can be stolen and they don’t find out until they apply for their first credit card or buy their first car. By then, the damage is often done and they are stuck with a mess to unravel. ...

How to Avoid Charitable Giving Errors

2021-05-12T12:14:16-06:00May 12th, 2021|

Individuals, foundations, bequests, and corporations gave an estimated $449.6 billion to U.S. charities in 2019, according to findings in Giving USA 2020. Individuals accounted for an estimated $309.7 billion, up 4.7% in 2019 versus the prior year. We tend to think about charitable donations around the holidays. It’s year-end and your gift to a charity ...

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