Understanding Today's Financial Environment
At The Peters Group, we understand that individuals face unique challenges as they prepare for their financial futures. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our team has the specialized knowledge, resources and multi-generational experience to guide you and your family to financial freedom. Our end goal is to help you “live the dream."
Navigating Your Financial Future:
- We take great pride in using all of our specialized knowledge, resources and experience to guide you and your family through any financial situation that you may face over the course of your lifetime.
- We spend the time to understand your specific situation and we take great pride in being able to develop customized plans for each client. Our approach is designed to help you achieve financial freedom so you can “live the dream."
- To learn more about our Personal Strategies please use the following link: Personal Strategies
Guiding Physicians to Financial Freedom:
- We have an uncommon, comprehensive financial planning process that was specifically designed to help physicians work through any financial challenge they will face over the course of their lifetimes.
- We have guided over 500 physician clients to financial freedom and we would love to have the opportunity to do the same for you.
- To learn more about our Physician Strategies please use the following link: Physician Strategies
The Peters Group Fishing Day - 2019
The Peters Group Annual Red Sox Outing 2018
Infographic: 2019 Taxes by the Numbers
Here are the official tax numbers for 2019.
What Does That Mean? IDK
Financial acronyms you should know.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Financial acronyms you should know.
Start planning for their financial futures by following a few helpful guidelines.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn how you can create a balance between growth and stability with whole life insurance.
For homeowners who think their property taxes are too high, there are ways to appeal.
Most of us pay too much in taxes because we aren’t aware of all the tax deductions available.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.