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Navigating the Rising Costs of Car Ownership
We’ve all noticed it—cars are more expensive than ever. Whether you're in the market for a new vehicle or trying to keep your current one...

David Peters
Oct 18, 20244 min read


IRS Extends Federal Tax Deadlines for Those Impacted by Hurricanes
It’s been an incredibly tough time for those of us living in the Southeast United States. The aftermath of Hurricane Debbie, Helene, and...

David Peters
Oct 17, 20243 min read


Navigating Retirement Income: Strategies for Long-Term Stability
One of the biggest challenges retirees face is generating enough income to last throughout their retirement. It’s a delicate balancing...

David Peters
Oct 17, 20244 min read


Navigating Falling Interest Rates: What to Expect and How to Save
In the past few months, interest rates on savings accounts gradually dropped, especially after the Federal Reserve cut rates by 50 basis...

David Peters
Oct 16, 20243 min read


How to Maximize Your Checking Account Strategy
When it comes to managing your finances, many people ask me, "How much should I keep in my checking account?" It's a great question...

David Peters
Oct 15, 20243 min read


Are You Saving Enough for Retirement? Let's Unpack the Reality.
Whether retirement feels like it’s on the horizon or still decades away, the burning question remains: Am I saving enough? The truth is,...

David Peters
Oct 10, 20243 min read


Many Americans Are Struggling with Credit Card Bills and Auto Loans — Here's what you can do
In recent months, we’ve seen inflation slow down, which might make you think that the financial pressures on American households have...

David Peters
Oct 8, 20243 min read


Are Credit Card Rewards Taxable? Understanding the Rules for Personal and Business Use
Credit card rewards are a popular way to save money on everyday purchases. But are they taxable?

David Peters
Sep 20, 20243 min read


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.

David Peters
Aug 27, 20243 min read


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.

David Peters
Aug 26, 20244 min read


Budgeting 101: How to Build a Budget That Works for You
Here are a few things to keep in mind when building a budget.

David Peters
Aug 22, 20243 min read


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...

David Peters
Aug 22, 20243 min read


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.

David Peters
Aug 16, 20244 min read


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...

David Peters
Jul 30, 20243 min read


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...

David Peters
Jul 26, 20243 min read


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...

David Peters
Jul 26, 20243 min read


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...

David Peters
Jul 25, 20243 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.

David Peters
Jun 25, 20244 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.

David Peters
Jun 25, 20244 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.

David Peters
Jun 19, 20242 min read
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