by Billy Peterson | Mar 28, 2019 | Coping Strategies, Divorce Planning, VIDEO
In this video, Billy Peterson provides an overview of helpful apps and tools to aid in life after divorce. 
by Billy Peterson | Mar 8, 2019 | Certified Divorce Financial Analyst, Coping Strategies, Divorce Financial Planning
The Relationship Between Financial and Physical Health in... 
by Maggie Pigg | Feb 28, 2019 | Financial
Our office received good news recently that I thought you would like to hear about. Billy Peterson has been named in the 2019 edition of the Forbes list of Best-In-State Wealth Advisors and is number 13 in the state of Utah! The list recognizes top financial advisors... 
by Billy Peterson | Dec 20, 2018 | Divorce Financial Planning, Divorce Planning
Today’s divorcing couples face different and far more complex challenges than divorcing couples forty years ago. Multiple incomes, combined families, alternative lifestyles, new retirement & investment options, and an unpredictable landscape present new... 
by Billy Peterson | Nov 20, 2018 | Divorce Financial Planning, Financial
Billy Peterson walks through a situation you might see between a couple that has decided to get a divorce. He breaks down what the couple might think is a good way to divide assets, when in reality it could become very lopsided. Dividing assets without professional... 
by Shaun Peterson | Oct 25, 2018 | Divorce Financial Planning, Divorce Planning, VIDEO
Shaun Peterson, one of our Certified Divorce Financial Analysts, goes over the topic of collaborative divorce. This is something that is gaining more popularity in the state of Utah. It can help you avoid having to go to court during your divorce and often times it... 
by Billy Peterson | Apr 18, 2018 | Divorce Financial Planning
In this video, Billy Peterson discusses how the new tax law impacts divorce. Having an expert break down the changes can help you understand the changes better and make them more clear.... 
by Billy Peterson | Mar 27, 2018 | Divorce Planning
GETTING ORGANIZED If divorce is at your doorstep, you need to develop an organizational system that will work for you – and prevent you from drowning in a sea of paperwork. You will save time, money, and lower your stress levels if you can put your hands on a document... 
by Billy Peterson | Nov 21, 2017 | Divorce Financial Planning
5 Financial Steps to Prepare for Divorce Billy Peterson- CFP®, CDFA® 1. Prepare a financial inventory Make copies of all bank account statements, brokerage statements, IRA’s, annuities, 401k or other retirement plans, life insurance policies and any other financial... 
by Billy Peterson | Sep 29, 2017 | Divorce Planning
Divorce and Estate Planning How does divorce affect estate planning? Wills for both spouses are often drawn up sometime during the marriage–particularly if there are children involved. When divorce is contemplated, the selection of beneficiaries and executors...
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