Peterson Wealth Management, LLC

05/19/2026

In today's newsletter article, we take a closer look at your tax return and what it can reveal about your financial picture.

Your tax return is full of useful information. Here are four things you could learn about your finances.

05/12/2026

For those thinking ahead about care planning, we explain asset based long term care insurance and how it works in today's newsletter article.

Asset-based policies combine the benefits of life insurance or an annuity with LTCI.

04/28/2026

Millions of American's have federal student loans with balances. If you're one of those working on paying off federal student loan debt, you might be comforted to see how many other people are in the same boat.

04/21/2026

According to a 2025 realtor.com report, it is estimated that 26.1 percent of US homes are exposed to a severe or extreme weather risk. We're exploring ways to protect you and your home from the financial hardship of experiencing damage.

While you can't control the forecast, you can control how prepared you are for it.

04/14/2026

In December 2025, The Wall Street Journal reported that the number of 401(k) Millionaires reached the highest level ever. In this article, we explore why that might be the case

Over the past 50 years, retirement saving has changed dramatically. What might the future hold for tomorrow's retirees?

03/24/2026

This month, we explore the latest findings on the happiest countries and what shaped their rankings in 2025. Where do you think the United States ranked on the list?

Nordic countries continue to lead the world in perceived happiness.

03/17/2026

Todays newsletter article is a recap 2025 market performance, where foreign stocks outpaced U.S. equities.

Is the resurgence of foreign stocks one good year or the beginning of a trend?

03/10/2026

Our latest newsletter article aims to clear up some confusion for those navigating healthcare decisions. We break down the key differences between Medicare and Medicaid and which one you qualify for.

Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

03/03/2026

In our latest newsletter article we highlight the newly introduced auto loan interest deduction and what it could mean for your 2025 tax return.

Taxpayers may now benefit from a new auto loan interest deduction of up to $10,000 for interest paid on qualifying new auto loans.

02/24/2026

Colleges have faced several headwinds in the past year. In this article we explore the newest obstacle, expanded tax on their endowment funds.

Starting in 2026, wealthy colleges will face a new tiered tax on the net investment income of their endowments.