David Peters
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 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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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 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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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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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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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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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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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
- Jun 25, 2023
- 7 min
Accountable Blog for Pros - 6/25/2023
Social Security is a topic many practitioners struggle with. How can we be more helpful to our retiree and pre-retiree clients?
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David Peters
- Feb 20, 2023
- 5 min
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!
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David Peters
- Dec 25, 2022
- 6 min
Making Higher Value Clients a Priority: A Client Scoring Framework for Financial Services Profession
If we all agree that high value clients are best, then what makes a high value client?
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David Peters
- Nov 12, 2022
- 5 min
Acountable: Blog for CFOs - 11/14/2022
When leadership changes, is there any way to prevent employees from polishing up their resumes?
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David Peters
- Oct 17, 2022
- 6 min
Accountable: Blog for CFOs - 10/17/2022
Not a tech person? That's okay! When you are building a website, you just need to think about usability and online presence.
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David Peters
- Sep 18, 2022
- 7 min
Accountable: Blog for CFOs - 9/19/2022
Everyone has those few bad clients. Is there anything we can do about them?
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