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David Peters
Are You Wasting Money? Everyday Habits That Could Be Costing You
When it comes to managing money, it’s often the small, everyday habits that make the biggest difference. As I discussed on Fox 5 DC, many...
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David Peters
Nov 204 min read
Tackling Record-High Credit Card Debt: Practical Tips to Regain Financial Control
Credit card debt in the U.S. has reached record levels, surpassing $1 trillion for the first time. With rising interest rates and...
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David Peters
Nov 193 min read
Managing Debt During the Holidays: Practical Strategies to Stay Ahead
The holiday season is a time for celebration, but it can also lead to financial stress, especially in today’s high-interest environment....
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David Peters
Nov 54 min read
Managing Credit Card Debt Before the Holidays
The holiday season is just around the corner, and while it’s a time of celebration, it can also lead to financial stress if you’re...
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David Peters
Oct 184 min read
Navigating the Rising Costs of Car Ownership
We’ve all noticed it—cars are more expensive than ever. Whether you're in the market for a new vehicle or trying to keep your current one...
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David Peters
Oct 173 min read
IRS Extends Federal Tax Deadlines for Those Impacted by Hurricanes
It’s been an incredibly tough time for those of us living in the Southeast United States. The aftermath of Hurricane Debbie, Helene, and...
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David Peters
Oct 174 min read
Navigating Retirement Income: Strategies for Long-Term Stability
One of the biggest challenges retirees face is generating enough income to last throughout their retirement. It’s a delicate balancing...
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David Peters
Oct 163 min read
Navigating Falling Interest Rates: What to Expect and How to Save
In the past few months, interest rates on savings accounts gradually dropped, especially after the Federal Reserve cut rates by 50 basis...
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David Peters
Oct 153 min read
How to Maximize Your Checking Account Strategy
When it comes to managing your finances, many people ask me, "How much should I keep in my checking account?" It's a great question...
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David Peters
Oct 103 min read
Are You Saving Enough for Retirement? Let's Unpack the Reality.
Whether retirement feels like it’s on the horizon or still decades away, the burning question remains: Am I saving enough? The truth is,...
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David Peters
Oct 83 min read
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...
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David Peters
Sep 203 min read
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?
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David Peters
Aug 273 min read
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.
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David Peters
Aug 264 min read
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.
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David Peters
Aug 223 min read
Budgeting 101: How to Build a Budget That Works for You
Here are a few things to keep in mind when building a budget.
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David Peters
Aug 223 min read
Tips for Saving on Travel
When it comes to travel, saving a few bucks here and there can add up. As someone who enjoys both the journey and the destination, I’ve...
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David Peters
Aug 154 min read
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.
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David Peters
Jul 303 min read
Should high schools teach financial literacy? As a financial advisor: absolutely.
As a tax practitioner and financial advisor with over 20 years of experience, you'll often hear me say that the greatest tool in your...
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David Peters
Jul 263 min read
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...
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David Peters
Jul 263 min read
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...
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