Billy Petzold- Financial Advisor

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

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
06/24/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/17/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
06/10/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to...
06/03/2026

Tracking cash flow provides a clear view of your finances, highlighting tax-advantaged opportunities and enabling you to make informed decisions. Explore how cash flow management can help you stay on track and create tax savings.

Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.

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?

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