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So far Janae - BPetersonDesign has created 38 blog entries.

What is it about September?


September has historically been the worst month for stocks, according to St. Louis Federal Reserve data measuring monthly S&P 500 performance over the last 50 years. If you are wondering whether the trend has abated in recent years, the answer is no, it hasn’t. Over ...

What is it about September?2021-10-11T10:29:10-06:00

Important Document Checklist


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 ...

Important Document Checklist2021-09-08T14:50:03-06:00

10 Ways to Save After Retirement


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 ...

10 Ways to Save After Retirement2021-09-08T12:17:50-06:00

Social Insecurity


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 ...

Social Insecurity2021-08-06T15:03:45-06:00

How to Manage an Inheritance or Windfall


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 ...

How to Manage an Inheritance or Windfall2021-07-12T10:07:23-06:00

Inflation: The Silent Killer


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 ...

Inflation: The Silent Killer2021-06-08T10:56:08-06:00
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