In recent months, we’ve seen inflation slow down, which might make you think that the financial pressures on American households have...

Credit card rewards are a popular way to save money on everyday purchases. But are they taxable?

One of the first steps in preparing for a potential recession is to examine your spending.

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.

Here are a few things to keep in mind when building a budget.

Managing many accounts can quickly become overwhelming. A debt consolidation can help you simplify your financial life.

Navigating the complex world of retirement savings can be overwhelming. That’s where a retirement financial advisor comes in. This...

With retirement looming for some and still decades away for others, the question of whether they're saving enough is a pressing one. Are...

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...

When it comes to retirement planning, the sooner you start, the better off you'll be.

While opting out of overdraft protection may seem like a straightforward solution for dodging fees, it comes with its own set of problems.

Dave shares steps you can take now to lessen your potential tax hit when next year rolls around.

David Peters joins News Nation to share his thoughts on the state of the economy, inflation, interest rates, and retirement planning.

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...

Conversations about retirement, life insurance and 529 plans may not be as exciting as tales of Christmas specters and mutant reindeer,...

This holiday season, experts predict consumers will spend around $966 billion in the United States alone. However, as seen in the...

Mobile technology is everywhere. How many times have you stepped into an elevator, coffee shop or a restaurant and seen seemingly...

What should you consider when determining if life insurance is worth it? How can you leverage life insurance to enhance your estate...

Social Security is a topic many practitioners struggle with. How can we be more helpful to our retiree and pre-retiree clients?

Is tax relief for inflation coming? It is - but not until next year!

If we all agree that high value clients are best, then what makes a high value client?

When leadership changes, is there any way to prevent employees from polishing up their resumes?

Not a tech person? That's okay! When you are building a website, you just need to think about usability and online presence.

Everyone has those few bad clients. Is there anything we can do about them?

In this episode of Accountable, Dave discusses cyber liability insurance!

Why is CPE such an important part of the CPA profession?

Are we really doing our best to support new business owner clients?

COVID safe harbors are expiring. What does this mean for companies operating across state lines?

Everyone seems to believe that data is important, but few companies seem to be doing as much as they can with data. How can we do more?

Managing insurance renewals often gets lost at year-end - but that doesn't mean it is not important for CFOs.

Check out the newest episode of Dave's podcast, Accountable!