Daniel R. Peterson

(218) 741-7338
(218) 365-0007

RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

Your Future

Located in the Superior National Forest in Virginia, Minnesota, I work with clients throughout the United States.

My mission is to help each one of my clients make well-informed and intelligent financial decisions that help them achieve financial comfort and pursue their goals and dreams. I work closely with each client to help them organize their finances and provide the highest quality, objective investment advice and options available

I value educating my clients, and I make the effort to explain to them the nature of the ups and downs of the markets related to their individual portfolio. I monitor each client’s investment portfolio frequently and make changes whenever necessary based on client risk tolerance, current market/economic conditions etc.

When working with clients, I maintain an extremely high level of communication and personal availability so that each individual can feel comfortable with their investment decisions. I strive to answer my clients’ questions in an expedient manner so they can get back to  their families, hobbies, careers etc.

Please contact me today to learn more about how I can help you pursue your goals.


Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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