Billy Petzold- Financial Advisor

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

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help yo...
05/27/2026

If you are retiring earlier than expected, you may be struggling to know what comes next. A few simple steps can help you feel like you are on the right path again.

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/20/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

Tax diversification means spreading your retirement savings across accounts with different tax treatments—like taxable, ...
05/13/2026

Tax diversification means spreading your retirement savings across accounts with different tax treatments—like taxable, tax-deferred, and tax-free. Discover how this strategy can help balance your withdrawals and potentially reduce your tax burden.

Ready to live your ideal retirement? Learn tax-efficient withdrawal strategies to help make your savings work harder for you.

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.
05/06/2026

What do you think your retirement will be like? Attitudes are changing, and many are working in their golden year.

Around the country, attitudes about retirement are shifting.

Second homes have unique risks and insuring them is different than a primary home.
04/29/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.
04/22/2026

A Roth IRA lets you save for retirement by paying your tax bill now rather than putting it off until later.

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset...
04/15/2026

Building wealth is a significant achievement but preserving it for future generations often requires a different mindset. Here are six practices that can support you in preserving and extending your wealth across generations.

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.
04/08/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

If you don’t have an estate strategy, here's some reasons why you should.
04/01/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

Saving for college doesn’t have to be as complicated as college itself.
03/25/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

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