Pete Nelson, Financial Advisor

06/03/2026

The most expensive hire you’ll ever make isn’t the one who fails. It’s the one who succeeds at a fraction of what they’re capable of while you congratulate yourself on how well they’ve learned to fit in… right up until the day they leave to go be the rest of themselves somewhere else.

What founders rarely calculate is the cost of the good hire they quietly underuse.

06/03/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

06/02/2026

Protecting your personal finances doesn’t mean expecting the worst. It means giving your business ambitions a stronger foundation.

Understand the importance of personal finances for business owners. Secure your personal goals while growing your business.

06/02/2026

Financial protection and knowledge gaps still exist between women and men. But these six simple steps may be able to help women boost their financial confidence.

Women add to the financial well-being of their family in many ways, but they may not always protect these contributions.

06/01/2026

📅 June is National Men's Health Month.

☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

👀 This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

🌱 Taking steps now to improve your overall health will never be something you regret.

06/01/2026

Amid the emotional and financial tumult of a divorce, it’s critical to ensure that you’re properly covered by insurance. If you’re recently divorced, or going through a divorce, here are some steps to take to ensure that you’re protected.

If you are going through a divorce, here are some steps to take to help ensure that you’re properly protected by insurance.

05/29/2026

Here’s what nobody tells you: There’s a better write-off. One that doesn’t just reduce your tax bill this year but creates lifetime retirement income for you instead.

Profitable business owners can use Defined Benefit Plans to turn excess profits into tax-advantaged retirement income.

05/29/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

05/28/2026

This is incredible and we are all doomed....

Ace rotates its paddle as it prepares to return the ball back to its human opponent, Yamato Kawamata, during a match in December 2025. Credit: Sony AI.

05/28/2026

Did 2020 shake your financial confidence? You’re not alone. Whatever challenges you faced or are still facing, here are things you can do to get back on track.

Did 2020 shake your financial confidence? You’re not alone.