Peterson Financial Group, LLC Tom Peterson- Adviser with New York Life

10/19/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

10/15/2026

Recent changes to required minimum distribution (RMD) rules may create new opportunities for retirement planning. Understanding when distributions begin and how these rules apply to your situation can play an important role in your retirement income strategy.

If you'd like to review how these changes could affect your retirement income plan and tax strategy, I'd be happy to help.

10/13/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

10/08/2026

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.

10/05/2026

Learn about Medicaid and other programs that may provide benefits or financial assistance to eligible caregivers in this week’s Wealth Wise column, including resources that may help with the financial demands of caregiving.

You don't necessarily have to quit your job to care for an aging parent, but the financial rules can be complicated.

10/02/2026

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

09/30/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

09/27/2026

Life insurance at work is a nice benefit, but it may not be enough to protect your family. If it isn’t enough to cover the mortgage, childcare, medical expenses and ongoing bills, you may need an individual policy to make sure your loved ones have sufficient coverage.

09/24/2026

While a solid financial plan tells you if you can afford to retire, a "second checklist" focused on purpose, relationships and well-being is also important.

09/22/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...