Daniel R. Peterson

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

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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 Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

 

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

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

Federal Income Tax

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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

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

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Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

What Can a Million Dollars Buy You?

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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