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632 S. Federal Highway
Fort Lauderdale, FL 33301

Peter Anderson, CFP® MBA

(954) 984-3343

 
18 Years Worth of Days Bridging the Confidence Gap Saving for College 101 The Latte Lie and Other Myths


 



Financial Planning  

Welcome!  I’m Peter Anderson, a fee based financial planner in Fort Lauderdale, Florida. I understand that individuals face particular challenges as they go through life and plan for retirement. We can help take the uncertainty out of facing today and preparing for tomorrow.

Whether your objective is to grow your investments, save for retirement, or preserve your estate, our personalized services focus on your desires and needs.

My personal goal--my passion-- is to educate and empower my clients. I want them to take control of their financial destinies.  I can help you with immediate needs and I can enable you to address needs you will face tomorrow.  I look forward to working with you through all of life's stages.

Please call (954) 205-5009 to speak with me personally and to make an initial no obligation appointment to discuss how you may be able to take control of your financial life. 

Helpful Content

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Debt Stress

Debt Stress

There’s a link between debt and stress.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

 

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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