Peterson Wealth Management, LLC

Peterson Wealth Management, LLC We offer financial services for clients and prospects. No offers may be made or accepted from any resident of any other state

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC Member FINRA/SIPC finra.org sipc.org"
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

A recent study estimates that about 10 million children have been victims of identity theft.  Today's newsletter article...
08/25/2026

A recent study estimates that about 10 million children have been victims of identity theft. Today's newsletter article gives practical solutions for protecting your children from identity theft and breaches to their personal information.

Children can be prime targets for identity theft but parents can take action to protect their child's personal data.

The cost of higher education has inflated at a rate of 30% over the past 20 years.  Today's article discusses the factor...
08/18/2026

The cost of higher education has inflated at a rate of 30% over the past 20 years. Today's article discusses the factors affecting the current state of the higher education industry and some key details around student loans and alternative funding.

Here are some key updates in the college world for 2026.

Fifty-six percent of adults do not have a will or living trust.  Today's article serves us a quiz, testing your knowledg...
08/11/2026

Fifty-six percent of adults do not have a will or living trust. Today's article serves us a quiz, testing your knowledge of modern day estate planning techniques.

Estate planning helps you control the distribution of your assets after your death according to your goals and objectives.

In today's article, we discuss what the Personal Consumption Expenditure is and how the Federal Reserve uses it as a mea...
08/04/2026

In today's article, we discuss what the Personal Consumption Expenditure is and how the Federal Reserve uses it as a measure of inflation.

While the media typically cites the consumer price index, the Federal Reserve prefers a different measure of inflation.

Although a highly controversial topic, the tariffs have begun to make an impact in decreasing the trade deficit.  We're ...
07/28/2026

Although a highly controversial topic, the tariffs have begun to make an impact in decreasing the trade deficit. We're breaking down the data in today's newsletter article.

No matter your age or income, financial independence is a goal for many.  It can be defined in several ways and today we...
07/21/2026

No matter your age or income, financial independence is a goal for many. It can be defined in several ways and today we are breaking down the various paths and strategies to achieve this goal.

Financial independence is freedom from the financial obstacles that are keeping you from living life on your own terms.

You may hear news stories reference the jobs report. Today, we're breaking down why this report is important and how it ...
07/14/2026

You may hear news stories reference the jobs report. Today, we're breaking down why this report is important and how it can move the market by affecting consumer spending and economic sentiment.

Among all the economic indicators released each month, the Employment Situation is one of the most watched.

If you're one of the estimated six million taxpayers working in a job where you receive tips, you may be interested in l...
07/07/2026

If you're one of the estimated six million taxpayers working in a job where you receive tips, you may be interested in learning more about the new no tax on tips deduction. Find out more in our recent article.

Taxpayers can claim a federal tax deduction of up to $25,000 for qualified tips earned for tax years 2025-2028.

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

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

Address

503 N Euclid Avenue Suite 9A
Bay City, MI
48706

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+19896845000

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