David PetersJul 263 min readWhat 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 PetersJul 263 min readIs 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 PetersDec 4, 20235 min readLeverage Holiday Togetherness to Discuss Family FinancesConversations about retirement, life insurance and 529 plans may not be as exciting as tales of Christmas specters and mutant reindeer,...