Festive cash with savings tag

For many of us, the first thing we’ll address in the New Year will be how to improve our finances in the coming year. Maybe this New Year brings something specific you’ll need to save money for, or maybe you’re just resolving to be more financially disciplined. But no matter what you’re saving for or…

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Cory Briggs - Petersen Hastings

Petersen Hastings is proud to announce that Cory Briggs of Petersen Hastings has passed the Certified Financial Planner (CFP®) Board of Standards Examination. The 7-hour CFP® certification examination is designed to assess your ability to integrate and apply a broad base of financial planning knowledge in the context of real life financial planning situations. “There’s…

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piggy bank and Christmas lights

A great way to make a financial gift to your church or another charitable organization is through a Qualified Charitable Distribution from your Traditional IRA account. IF you are over the age of 70 ½ and subject to required minimum distributions, you can request that the IRA custodian issue a check for part or all…

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Scott Sarber - Petersen Hastings

I am constantly amazed at the generosity of our Tri-City community. There are many great nonprofit organizations that are committed to making our community a better and safer place to live.  Even though our community is very generous, organizations continue to look for new donors, and for existing donors to increase their contributions, because the…

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Brandan Eckhardt - Petersen Hastings

On June 11, Petersen Hastings was proud to announce the addition of Brandan Eckhardt as Marketing Coordinator for the firm. Brandan will provide market strategies that will assist the firm in achieving their top-of-mind brand awareness and client acquisition goals. “I am thrilled to welcome Brandan to our team,” said Lynn Ramos, Director of Human…

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