Brian Peterson

3 weeks ago | wealthtender.com | Brian Peterson

As children head off to college or start their careers, parents face a major life transition of their own: becoming empty nesters. Adjusting from a full house to an empty one requires thoughtful preparation. Many young adults face barriers to independence and may return home temporarily or need additional support to gain their footing.

Nov 11, 2024 | thefoothillsfocus.com | Brian Peterson

Homelessness can feel overwhelming and too complicated to solve. In Maricopa County, it’s a topic that touches nearly every neighborhood. The conversation around homelessness — especially during an election year — is often polarized. Some say homelessness is unavoidable, others see it as a personal choice and a few even see it as a necessary situation for some people. But this November, during National Homelessness Awareness Month, it’s time to change that narrative. Homelessness is solvable.

Nov 2, 2024 | yourvalley.net | Brian Peterson

HOM, Inc.’s Threshold program has been helping people find and secure housing in Maricopa County since it was launched in 2022. Photo courtesy of HOM, Inc.

Jul 19, 2024 | wealthtender.com | Brian Peterson

How much money is enough to support your lifestyle both now and in retirement? For blended families, financial planning can be especially challenging, as it typically involves integrating finances and adjusting to new financial goals. Understanding how much you need for retirement is crucial to maintaining the lifestyle you and your family desire.

Mar 29, 2024 | wealthtender.com | Brian Peterson

Estate planning is a complex process that is never fully finished. Life, law, and relationship changes all affect your estate plan. In a blended family, estate planning can be especially complex. Between ex-spouses, stepchildren, and biological children, navigating the allocation of assets, complying with legal requirements from divorce decrees, and ensuring the financial well-being of all involved parties requires careful consideration and strategic foresight.