About Janae Peterson

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So far Janae Peterson has created 29 blog entries.

7 Steps for Staying Ahead of Scammers

2021-02-26T15:38:37-07:00February 26th, 2021|

When was the last time you received a phone call or email from a scammer? It you were contacted recently, you aren’t alone. Internet scams show no signs of letting up. In fact, the problem may be getting worse. In its most recent report from the Internet Crime Complaint Center (IC3), the FBI said ...

Financial Focus Webinar: 2021 Outlook and Tax Saving Strategies

2021-02-04T10:42:19-07:00January 14th, 2021|

How did we manage our client accounts last year? What does 2021 have in store (according to analysts)? How can you minimize your tax liability? What are some good financial new years resolutions? Tune in to our webinar to hear our fiduciary advisors discuss the answers to these questions. Daniel review what occurred in ...

New Year, Updated Tax Numbers for 2021

2021-02-04T10:57:07-07:00January 2nd, 2021|

With 2021 upon us it’s important to be armed with the most up to date information. Here is a handy sheet with all kinds of key financial numbers that can help you determine what your tax bracket is, contribution limits, and even Medicare deductibles. Please feel free to give us a call if you ...

9 Tax Facts and Tips to Save You Money

2020-12-14T09:55:31-07:00December 14th, 2020|

Tax brackets and tax rates have changed. Every year, the tax brackets for taxable income are adjusted based on the rate of inflation. Table 1 illustrates your marginal tax bracket based on taxable income. Table 1: Tax brackets for 2020 The increased standard deduction has simplified filing for many. The standard deduction for married filing ...

9 Smart Planning Moves to Consider at Year-End

2020-12-14T09:31:10-07:00December 14th, 2020|

1. Review Your Income or Portfolio Strategy Are you reaching a milestone in your life such as retirement or a change in your personal circumstances? Has your tolerance for taking risk changed? We experienced historic volatility this year. The broad-based S&P 500 Index lost over 30% in one month. The sell-off was steep and violent ...

Can I Retire Yet? How to Prepare for Retirement

2020-11-05T13:19:01-07:00November 5th, 2020|

About 10,000 Americans are retiring every day! Retirement is on the horizon and I know you’re anxiously awaiting that glorious chapter of your life. But are you really ready? Even if you’ve been saving in your retirement plans for years, there are still some things that you should do to make sure ...

6 Steps That Put You on the Path to a Successful Retirement

2020-10-17T03:55:18-06:00October 8th, 2020|

Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan. Simply put, failing to plan is planning to fail. Don’t plan to fail! Nearly everyone will receive Social Security, but Social Security won’t pay all the bills. Only 40% of ...

Do I Need a Financial Advisor or Can I Do it Myself?

2020-10-08T15:17:19-06:00October 8th, 2020|

You may be asking yourself “Do I need a financial adviser?” or “Should I manage my own investments?” These are very common questions. When thinking about this, there are 5 main considerations to help you decide on. Do You Have Time To Devote to Financial Planning? The age old saying goes “Time is ...

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