Planning With A Purpose - Christopher G. Peterson, CFP®
Sunday, March 15, 2015

Kickback or Revenue Sharing?

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Kickback:  a   percentage   of   income   given   to   a   person   in   a   position   of   power   or  influence   as   payment   for   ha...
Monday, February 9, 2015

Value Added: Examples of Building and Protecting Wealth

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How does a financial planner/advisor make and save you money? Last year, Vanguard released a study showing that financial advisors can add...
Tuesday, January 20, 2015

Recap and 2015 Outlook

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Hello & Happy 2015! I am having a hard time finding a starting point for this recap of 2014 and outlook for 2015. My first thought ...
Tuesday, November 25, 2014

Tax Loss Harvesting - What is it?

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Who likes to pay lower taxes? Most do and one way to accomplish it is through Tax Loss Harvesting .  When you use a taxable accoun...

Bonds - What are they?

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Bonds By definition:   A debt investment in which an investor loans money to an entity (corporate or governmental) that borrows the funds...
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