Billy Petzold- Financial Advisor

Billy Petzold- Financial Advisor Providing financial strategies to assess a clients complete need of asset and risk management

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
09/02/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
08/26/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
08/19/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
08/12/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest a...
08/05/2026

Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.

This article deals with how one might deal with a burdensome inheritance.

Do you know what your insurance needs are, when you’re married, with children?
07/29/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
07/22/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Three important questions to consider before you start taking.
07/15/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
07/08/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Even if you’re young and single, you should still consider protecting yourself with insurance.
07/01/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Even if you’re young and single, you should still consider protecting yourself.

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