.png)
David Peters
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...
top of page
Search
David Peters
Jun 254 min read
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.
2 views0 comments
David Peters
Jun 254 min read
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.
1 view0 comments
David Peters
Jun 192 min read
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.
0 views0 comments
David Peters
May 313 min read
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.
11 views0 comments
David Peters
Jan 85 min read
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...
14 views0 comments
David Peters
Dec 4, 20235 min read
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,...
20 views0 comments
David Peters
Dec 1, 20235 min read
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...
14 views0 comments
David Peters
Oct 23, 20234 min read
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...
15 views0 comments
David Peters
Oct 20, 20231 min read
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...
27 views0 comments
David Peters
Oct 4, 20231 min read
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...
9 views0 comments
David Peters
Aug 14, 20231 min read
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...
8 views0 comments
David Peters
Aug 14, 20231 min read
U.S. Credit Card Debt Hits $1 TRILLION: David Peters on Scripps News
Dave drops by on Scripps News to talk about the rising credit card debt in the US, what may have led us to this point and what we might...
7 views0 comments
David Peters
Jun 28, 20231 min read
Student Loan Debt Payment Tips: David Peters on Fox 5
Dave goes on FOX5 DC to give his top tips for paying student loan debt now that repayments are resuming.
8 views0 comments
David Peters
Jun 25, 20237 min read
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?
31 views
David Peters
Jun 5, 20231 min read
What to do When Facing Economic Meltdown: David Peters on Fox 5
Dave goes on Fox 5 DC to talk about how to best handle your finances when economic disaster may be right around the corner.
6 views0 comments
David Peters
Feb 20, 20235 min read
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!
50 views0 comments
David Peters
Feb 19, 20231 min read
How You Can Overcome a Bad Market
Photo by Maxim Hopman on Unsplash How do you improve your financial position when markets are difficult? Are there any other options...
8 views0 comments
David Peters
Dec 25, 20226 min read
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?
44 views0 comments
David Peters
Nov 12, 20225 min read
Retaining Talent Through Leadership Change: Key Strategies for Employee Retention
When leadership changes, is there any way to prevent employees from polishing up their resumes?
51 views0 comments
bottom of page