At Peters Financial, we often hear this question: “Is it too late to catch up on retirement planning?” The short answer? No. Whether you're in your 50s or early 60s, there are still meaningful steps you can take to position yourself for a more secure and confident retirement.when it matters most.

The "One Big Beautiful Bill" (H.R. 1), passed mid‑2025, brings significant changes to tax and savings rules that affect your retirement, investment, and college saving strategies. Here's what matters — and how Peters Financial can help you benefit.

Disasters can strike anytime—fires, floods, or storms. Peters Financial, backed by IRS guidance, helps small businesses stay prepared by protecting tax records, securing operations, and ensuring compliance when it matters most.

Graduation season is the perfect time to plan for college savings. Whether your child is starting school or heading to college, early planning can ease financial stress. Explore options like 529 plans, set achievable goals, and balance education savings with retirement needs. At Peters Financial, we help families build smart, long-term strategies. Ready to take the next step? Schedule a complimentary college planning session with us today.

With continued inflation, high interest rates, and market volatility, many Americans are feeling the pressure of today’s economy.

One of the most powerful tools in your financial toolbox is your bank.

When it comes to managing money, it’s often the small, everyday habits that make the biggest difference. As I discussed on Fox 5 DC, many...

Credit card debt in the U.S. has reached record levels, surpassing $1 trillion for the first time. With rising interest rates and...

The holiday season is a time for celebration, but it can also lead to financial stress, especially in today’s high-interest environment....

The holiday season is just around the corner, and while it’s a time of celebration, it can also lead to financial stress if you’re...

We’ve all noticed it—cars are more expensive than ever. Whether you're in the market for a new vehicle or trying to keep your current one...

It’s been an incredibly tough time for those of us living in the Southeast United States. The aftermath of Hurricane Debbie, Helene, and...

One of the biggest challenges retirees face is generating enough income to last throughout their retirement. It’s a delicate balancing...

In the past few months, interest rates on savings accounts gradually dropped, especially after the Federal Reserve cut rates by 50 basis...

When it comes to managing your finances, many people ask me, "How much should I keep in my checking account?" It's a great question...

Whether retirement feels like it’s on the horizon or still decades away, the burning question remains: Am I saving enough?  The truth is,...

In recent months, we’ve seen inflation slow down, which might make you think that the financial pressures on American households have...

Credit card rewards are a popular way to save money on everyday purchases. But are they taxable?

One of the first steps in preparing for a potential recession is to examine your spending.

Understanding how to manage your student loans while you're still in school can save you a significant amount of money in the long run.