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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

Social Security: The $64,000 Question

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

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What the New Tax Bill Means for You

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

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

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

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Richest Man in Babylon

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

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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