8 Tax Planning Steps to Take Before You File

Table with calculator and blocks labeling tax season

Rushing to file your tax return before the deadline may mean making mistakes that could have been avoided. Even now, there is still plenty you can do to plan ahead and prepare before filing your taxes. Here are eight steps designed to help tax filers save money and avoid surprises when filing this year. 

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Saving Tips for Millennials: How to Create a Financial Plan for the Future

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For Millennials, financial obligations are more overwhelming than they were for both Generation X and Baby Boomers before them. A lot of Millennials are delaying important things like saving for retirement or typical milestones like buying a house. Many Millennials’ financial habits aren’t ideal, but that’s because many are too worried about today’s obligations to prepare for the ones they’ll face…

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4 Options to Give Your Old 401(k) a Fresh Start

Dollars planted in the ground growing

When workers change jobs, many forget about their old employer’s 401(k) or decide to cash out their retirement savings, paying taxes and often penalties in the process. The Wall Street Journal recently reported about 30% of workers leaving jobs elect to cash out their 401(k) accounts and pay taxes – and often 10% penalties1. Is…

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Pursuing a Better Investment Experience

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Whether you’ve been investing for decades or are just getting started, at some point on your investment journey you’ll likely have questions regarding how to improve your odds of investing success. Petersen Hastings is here to help. Learn more about the 10 key principles, using data and reasoning, that may help improve your odds of…

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Client Relationship Summary (CRS) Notice

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You may notice a new disclosure document that will be included in your July statement. The Securities and Exchange Commission (SEC) is requiring all registered investment advisors and broker-dealers to provide clients with a new disclosure document called the “Client Relationship Summary” or “CRS” for short. The disclosure is meant to be a short, easy…

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Petersen Hastings Opens Second Location, Adds New Advisor

New Office Opening in Walla Walla, Washington

Petersen Hastings, an independent registered investment advisory firm, headquartered in Kennewick, WA, announced today the opening of a new office in Walla Walla, WA. The office is located in the historic downtown Drumheller Building at 5 West Alder Street, Suite 317. With the expansion announcement, comes the addition of a new wealth advisor. Petersen Hastings…

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The Path Forward: Firm Operational Update

We would like to extend our appreciation to you during this unusual time. It is truly amazing how resilient we can all become when faced with a common challenge. We have made a number of changes, as our team has modified their workflow to adjust to remote working conditions while continuing to service you. We…

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