Pete the Planner: This Thanksgiving, target stability, not more stuff
This year, I’ve landed on a specific question to consider: Does our quest for more hinder our ability to experience equilibrium? Like I said, I get weird this time of year.
Peter Dunn
Articles
Pete the Planner: Your risk tolerance, objective should match your portfolio
So I’ll just hit you with one major issue—the average American household has not yet figured out that it’s out of money.
Pete the Planner: Investing on faith alone turns your cash into crumbs
Running a business for the first time is incredibly difficult and undeniably risky.
Pete the Planner: Stop crossing your fingers. Start forecasting instead.
The first directive is to create a realistic and achievable long-term financial plan.
Pete the Planner: Two-timing your financial advisers isn’t the way
You’re clearly not winning, your advisers are undoubtedly frustrated by you, and frankly I’m frustrated by this situation too.
Pete the Planner: To feel good, you need to really know your finances
I know people can take great comfort in hearing, speaking or reading their high annual wage, but I also know that income is only one side of the ledger.
Pete the Planner: When you get the chance to exhale, be proactive
You always need a short- to mid-term financial goal. Always.
Pete the Planner: Plan for 8% return rate on retirement funds
Still to this day, plugging absurd average returns into financial-planning calculators tickles my soul.
Pete the Planner: How I’m trying to get through the ‘treadmill years’
I’m in an expensive season of life.
Pete the Planner: Invite your financial adviser to criticize your thinking
Keep pressing them to be critical until they offer something. Once that seal is broken, candor can take hold.
Pete the Planner: Here’s the recipe for winning the financial game
I’ve seen so many people have 50-point leads going into the third or fourth quarter but somehow end up clutching a defeat from the jaws of victory.
Pete the Planner: The good, the bad and the ugly of the current economy
It’s wild to think back to the despair we felt some 38 months ago and realize we came out the other side of that nightmare in a better financial place.
Pete the Planner: Can a planned retirement fail? It most certainly can.
There’s a rather simple way to determine whether you’ll be able maintain your current lifestyle in retirement: Calculate your projected retirement income and then see if your lifestyle fits into it.
Pete the Planner: Don’t let lifestyle creep ruin your retirement
A pay raise is more likely to make retirement harder, not easier.
Pete the Planner: Was March a good money month for you? Don’t waste it.
Based on the time of year it is right now, there’s some inherent positivity afoot.
Pete the Planner: So you think you want to take a lower-paying job? Here’s how
Most people have the near term figured out but can’t make the long term work.
Pete the Planner: Here’s how to take over your parents’ finances
Enter into this process with a calm mind and empathetic words.
Pete the Planner: Don’t swap out for a tony house. Stay put.
I’m having a hard time getting my head around the logic in buying a new home (with the use of a mortgage) for those people who currently have mortgage rates in the 2% to 3% range.
Pete the Planner: Living downtown offers economical, intangible benefits
Of course, living downtown isn’t for everyone, especially in particular stages of life, but it’s a brilliant choice for those whose lifestyle affords it—and I don’t just mean in the financial sense.
Pete the Planner: Life changes? Go see your financial planner—now
You listed nine instances in which you should have reconnected with your financial adviser. You are zero for nine.