Billy Petzold- Financial Advisor

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

What’s the difference between a General Obligation bond and a Revenue bond?
10/14/2026

What’s the difference between a General Obligation bond and a Revenue bond?

Gaining a better understanding of municipal bonds makes more sense than ever.

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good fin...
10/07/2026

Building wealth is less about a single big win and more about consistent small choices that compound over time. Good financial habits can act like an “autopilot” system. Here are six money habits worth putting into practice this year.

Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
09/30/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Check out this video on taxes.
09/23/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
09/16/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Diversify your portfolio with inflation-friendly assets like stocks, real estate, and commodities to protect your retire...
09/09/2026

Diversify your portfolio with inflation-friendly assets like stocks, real estate, and commodities to protect your retirement savings. Learn more about effective investment strategies.

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

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.

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Charleston, SC

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