Wise decisions start with knowledge. At Petros Planning, we want you to make wise decisions about your future. We’ve shared some of our favorite features that give you the knowledge you need on your financial journey.


5 Strategies for Planning for Health Care Costs in Retirement

Michael Macke, CFP® As baby boomers continue to reach retirement age, many of them are worried about rising health care costs. In fact, health care is one of the most significant expenses for retirees, and the cost continues to rise. Given that most boomers can expect to live well into their 80s, how to pay...

Read More

Smart Spending + Saving is the Key to a Safe Retirement

Michael Macke, CFP® You’ve probably heard a lot about saving for retirement, putting money into your 401(k) or IRA or socking money away in investments. But when was the last time you thought about how much your spending could impact your future? Most retirees and those nearing retirement say that their top worry is not...

Read More

When is the Right Time to Start Taking Your Social Security Benefits?

By Michael Macke, CFP® When the Social Security program was first launched 90 years ago, claiming benefits wasn’t an overly complicated process. You had to be age 65 to start your benefits – and waiting didn’t get you anything extra. Now, however, starting benefits takes much more thought. You can start benefits at age 62...

Read More