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...

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...

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...

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

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...

Dave goes on FOX5 DC to give his top tips for paying student loan debt now that repayments are resuming.

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

Dave goes on Fox 5 DC to talk about how to best handle your finances when economic disaster may be right around the corner.

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