Peterson Wealth Management is an independent investment advisory firm located in Bay City, Michigan. Peterson Wealth Management is comprised of dedicated, experienced independent financial advisors.
Newsletters
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Index Funds: Traditional and Not-So-Traditional
While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?
This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.