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So far Janae - BPetersonDesign has created 53 blog entries.

Fiduciary: Funny Word, but Vitally Important Criteria


Thankfully, many professionals including doctors and lawyers are held to certain standards within their industries that require them to put the interest of their clients first. Professionals that are legally obligated to put their client’s interest first are known as Fiduciaries. However, this standard is ...

Fiduciary: Funny Word, but Vitally Important Criteria2022-04-14T11:07:32-06:00

Smart Ways to Invest Your Tax Refund


Do you have a rainy-day fund? Is if fully funded? You understand the importance of reserves. Whether it’s a home repair, auto repair, a layoff or unexpected bill, having cash set aside will ease the financial burden. We recommend three to six months of readily ...

Smart Ways to Invest Your Tax Refund2022-04-14T11:06:40-06:00

Top Longevity Resolutions


Our job is to manage your money so that it will last you for your lifetime. But how can you maximize your longevity? Take this quiz to get an estimate on your lifespan based on your lifestyle. Prioritize Sleep: Don’t underestimate the importance and positive ...

Top Longevity Resolutions2022-01-24T09:20:41-07:00

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
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