Petruso Financial Services - Pete Petruso

Three steps may make a difference if you find yourself suddenly single.

Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now.

Last Thursday, Lori had the privilege of attending the Erie Women's Fund's annual Grant Reception, at the Bayfront Convention Center. This year's chosen recipient is the U.S. Committee for Refugees and Immigrants (USCRI Erie) for their Stronger Women → Stronger Erie Families project. 💜

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

Timing Your Retirement This short video illustrates the importance of understanding sequence of returns risk.

How much could you receive from Social Security? Here’s what to expect.

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles.

The you’ve made in your life so far have helped prepare you for the future. We can help, too.

Just a moment...

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

What’s Your Investment IQ? You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Stay ahead this year with this handy Personal Finance Calendar.

Just a moment...

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

College, kids and costs.

Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk.

How familiar are you with the Federal Reserve? Here is a quick history.

The Fed and How It Got That Way Here is a quick history of the Federal Reserve and an overview of what it does.

[Video] Agent Jane Bond wants you to know about the basics of the .

Jane Bond: Infiltrating the Market Agent Jane Bond is on the case, cracking the code on bonds.

How prepared are you for retirement?

The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are.

Compound interest can dramatically impact the future growth of your assets. Learn more.

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

The earlier you start pursuing financial goals, the better your outcome may be. Let this piece help you get started.

Saving Early & Letting Time Work For You The earlier you start pursuing financial goals, the better your outcome may be.

There are ways to protect your business in the event of your death or the death of a partner.

Insuring Your Business With a Buy/Sell Agreement It may help your business be better prepared in the event of the death of a principal or key employee.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

Medicare vs. Medicaid The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Three important questions to consider before you start taking .

Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit?

Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:

What You Need to Know About Social Security Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement Plan Choices for Small Businesses Retirement choices can be intimidating. Picking the right strategy.

What do you need to know when the market experiences volatility?

Pullbacks, Corrections, and Bear Markets When the market experiences volatility, it may be a good time to review these common terms.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

How Will the Economy React to AI? What do concerns or uncertainty about AI mean for your future and your financial strategy?

Ever heard of a Roth 401(k)? Would one be right for you?

What Is a Roth 401(k)? Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Password Protection Strategies Simple steps may help you foil hackers and protect your privacy.

Protecting you or your company from a civil claim may require an coverage you have never heard of.

Errors and Omissions Insurance E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.