Accountable Blog | Peters Financial

Preparing for a Potential Recession: What You Should Be Doing Now

David Peters

Aug 27
3 min

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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Back to School Financial Tips: Avoiding Interest Capitalization and Managing Student Loans

David Peters

Aug 26
4 min

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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Budgeting 101: How to Build a Budget That Works for You

David Peters

Aug 22
3 min

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 22
3 min

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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Is a Debt Consolidation Loan Right for You? Understanding Your Options

David Peters

Aug 16
4 min

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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Should high schools teach financial literacy? As a financial advisor: absolutely.

David Peters

Jul 30
3 min

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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What is a retirement financial advisor and how do I choose one?

David Peters

Jul 26
3 min

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 26
3 min

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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Cash Over Cards: Reclaim Control of Your Spending

David Peters

Jul 25
3 min

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...

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David Peters

Jun 25
4 min

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.

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David Peters

Jun 25
4 min

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.

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David Peters

Jun 19
2 min

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.

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Is the economy doing better than it seems?

David Peters

May 31
3 min

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.

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Value-Based Pricing: The Answer to All Our Problems?

David Peters

Jan 8
5 min

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...

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Leverage Holiday Togetherness to Discuss Family Finances

David Peters

Dec 4, 2023
5 min

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,...

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David Peters

Dec 1, 2023
5 min

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...

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Helping or Spamming? The Dilemma of Mobile Marketing

David Peters

Oct 23, 2023
4 min

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...

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David Peters

Oct 20, 2023
1 min

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...

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David Peters

Oct 4, 2023
1 min

What to Expect from Childcare Center Changes: David Peters on Cheddar News

Dave drops by Cheddar News to discuss what we can expect as the government stops pandemic-era child care center funding and how to best...

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David Peters

Aug 14, 2023
1 min

Expert Tips & Tricks for Budgeting: David Peters on Cheddar News

Dave goes on Cheddar News to share his tips on what you need to know to get started budgeting and saving. #moneymanagement...

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