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So far Janae - BPetersonDesign has created 79 blog entries.

Euphoria & Despondency = Danger

2024-12-09T07:06:28-07:00

At this point we are several weeks removed from the 2024 U.S. presidential election. Since election night I have been observing the reaction to the election results and as you can imagine, one side is super excited and the other not so much. Is so ...

Euphoria & Despondency = Danger2024-12-09T07:06:28-07:00

Financial Cliff Diving: How Seasoned Advisors Know When to Jump

2024-11-21T16:27:26-07:00

In the beautiful and thrilling setting of Acapulco, Mexico, cliff divers leap from dizzying heights into the ocean below, creating breathtaking performances of courage and precision. With their practiced eyes and deep knowledge of the cliffs, currents, and tides, these divers know exactly when to ...

Financial Cliff Diving: How Seasoned Advisors Know When to Jump2024-11-21T16:27:26-07:00

Is Splitting Your Assets Evenly for Your Beneficiaries the Best Option?

2024-09-24T10:53:16-07:00

As financial advisors, we understand that estate planning is one of the most personal and significant decisions you will make. Many people assume that dividing assets equally among beneficiaries is the fairest way to distribute their estate. While this approach may seem straightforward, it often ...

Is Splitting Your Assets Evenly for Your Beneficiaries the Best Option?2024-09-24T10:53:16-07:00

Smart Ways to Save More Money Each Month

2024-09-06T10:18:59-07:00

Saving more each month is a common goal many of us strive for. Whether you’re preparing for a comfortable retirement, building an emergency fund, or simply aiming to increase your financial security, small changes in your habits can have a big impact over time. Here ...

Smart Ways to Save More Money Each Month2024-09-06T10:18:59-07:00

Enjoying Your Retirement Without Financial Stress

2024-08-27T08:03:30-07:00

Retirement is a significant milestone that brings with it the promise of relaxation, leisure, and the freedom to pursue passions you might have set aside during your working years. However, for many retirees, the idea of living without a steady paycheck can cause anxiety about ...

Enjoying Your Retirement Without Financial Stress2024-08-27T08:03:30-07:00

Safeguarding Your Finances After the Recent Social Security Breach

2024-08-27T08:01:38-07:00

In light of the recent breach involving Social Security numbers, we want to address some important concerns and provide guidance on how you can protect yourself and your financial well-being. The security of your personal and financial information is always a top priority for us. ...

Safeguarding Your Finances After the Recent Social Security Breach2024-08-27T08:01:38-07:00

Navigating Financial Planning During a Terminal Illness Diagnosis

2024-07-30T06:38:19-07:00

When a loved one receives a terminal illness diagnosis, the emotional and physical toll can be overwhelming. During this challenging time, addressing financial matters may be the last thing on your mind. However, having a solid financial plan can provide peace of mind and allow ...

Navigating Financial Planning During a Terminal Illness Diagnosis2024-07-30T06:38:19-07:00

Stay Safe from Cryptocurrency Scams

2024-06-10T08:34:08-07:00

Cryptocurrencies have taken the world by storm, offering new opportunities for investment and innovation. However, with these opportunities come risks, particularly the risk of scams. As your trusted financial advisors, we want to ensure you're well-informed and protected. Here are some common cryptocurrency scams to ...

Stay Safe from Cryptocurrency Scams2024-06-10T08:34:08-07:00

The Benefits of Working with a Christian Financial Advisor

2024-06-07T10:41:19-07:00

In today's complex financial landscape, finding the right advisor to guide you through your financial journey is crucial. For many, this choice is about more than just expertise—it's about shared values and trust. Working with a Christian financial advisor offers unique benefits that align your ...

The Benefits of Working with a Christian Financial Advisor2024-06-07T10:41:19-07:00
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