top of page
Search


Many Americans Are Struggling with Credit Card Bills and Auto Loans — Here's what you can do
In recent months, we’ve seen inflation slow down, which might make you think that the financial pressures on American households have...
David Peters
Oct 8, 20243 min read
4 views
0 comments


Are Credit Card Rewards Taxable? Understanding the Rules for Personal and Business Use
Credit card rewards are a popular way to save money on everyday purchases. But are they taxable?
David Peters
Sep 20, 20243 min read
11 views
0 comments


Preparing for a Potential Recession: What You Should Be Doing Now
One of the first steps in preparing for a potential recession is to examine your spending.
David Peters
Aug 27, 20243 min read
11 views
0 comments


Back to School Financial Tips: Avoiding Interest Capitalization and Managing Student Loans
Understanding how to manage your student loans while you're still in school can save you a significant amount of money in the long run.
David Peters
Aug 26, 20244 min read
5 views
0 comments


Budgeting 101: How to Build a Budget That Works for You
Here are a few things to keep in mind when building a budget.
David Peters
Aug 22, 20243 min read
0 views
0 comments


Is a Debt Consolidation Loan Right for You? Understanding Your Options
Managing many accounts can quickly become overwhelming. A debt consolidation can help you simplify your financial life.
David Peters
Aug 16, 20244 min read
5 views
0 comments


What is a retirement financial advisor and how do I choose one?
Navigating the complex world of retirement savings can be overwhelming. That’s where a retirement financial advisor comes in. This...
David Peters
Jul 26, 20243 min read
3 views
0 comments


Is GenX saving enough for retirement?
With retirement looming for some and still decades away for others, the question of whether they're saving enough is a pressing one. Are...
David Peters
Jul 26, 20243 min read
4 views
0 comments


Cash Over Cards: Reclaim Control of Your Spending
Have you ever noticed how easy it is to swipe a credit card without really thinking about it? It's a common problem, and it's costing...
David Peters
Jul 25, 20243 min read
1 view
0 comments

David Peters offers his top retirement tips on Fox5
When it comes to retirement planning, the sooner you start, the better off you'll be.
David Peters
Jun 25, 20244 min read
4 views
0 comments


How to Avoid Overdraft Fees
While opting out of overdraft protection may seem like a straightforward solution for dodging fees, it comes with its own set of problems.
David Peters
Jun 25, 20244 min read
1 view
0 comments


Taking steps now can lessen your potential tax hit for the year: David Peters on CNBC
Dave shares steps you can take now to lessen your potential tax hit when next year rolls around.
David Peters
Jun 19, 20242 min read
1 view
0 comments

Is the economy doing better than it seems?
David Peters joins News Nation to share his thoughts on the state of the economy, inflation, interest rates, and retirement planning.
David Peters
May 31, 20243 min read
12 views
0 comments


Value-Based Pricing: The Answer to All Our Problems?
The accounting profession is slow to change. We like our routines. If something isn’t broken, we don’t feel a need to fix it. While this...
David Peters
Jan 8, 20245 min read
20 views
1 comment


Leverage Holiday Togetherness to Discuss Family Finances
Conversations about retirement, life insurance and 529 plans may not be as exciting as tales of Christmas specters and mutant reindeer,...
David Peters
Dec 4, 20235 min read
21 views
0 comments


How to Budget for the Holidays
This holiday season, experts predict consumers will spend around $966 billion in the United States alone. However, as seen in the...
David Peters
Dec 1, 20235 min read
15 views
0 comments


Helping or Spamming? The Dilemma of Mobile Marketing
Mobile technology is everywhere. How many times have you stepped into an elevator, coffee shop or a restaurant and seen seemingly...
David Peters
Oct 23, 20234 min read
17 views
0 comments


Is Life Insurance Worth It?
What should you consider when determining if life insurance is worth it? How can you leverage life insurance to enhance your estate...
David Peters
Oct 20, 20231 min read
27 views
0 comments


Demystifying Social Security: How to Navigate Client Meetings
Social Security is a topic many practitioners struggle with. How can we be more helpful to our retiree and pre-retiree clients?
David Peters
Jun 25, 20237 min read
31 views


Tax Legislation Providing Inflation Relief is Coming - But Not Until Next Filing Season
Is tax relief for inflation coming? It is - but not until next year!
David Peters
Feb 20, 20235 min read
50 views
0 comments
bottom of page