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632 S. Federal Highway
Fort Lauderdale, FL 33301

Peter Anderson, CFP® MBA

(954) 984-3343

 
A New Way to Look at Your Bucket List 18 Years Worth of Days Bridging the Confidence Gap Saving for College 101


 



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

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Debt Stress

There’s a link between debt and stress.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

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

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Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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