Pete the planner: The president should be clear: Success requires sacrifice
Let me be clear: This will not be painless.
Peter Dunn
Articles
Peter Dunn: Don’t get spooked by shuffling money for tax purposes
Do you know what’s not arbitrary? Keeping and growing your money.
Pete the planner: Don’t fret about swooning stocks—the market rewards patience
Whether it was 9/11, the housing market meltdown of 2008 or the COVID market crash (which lasted only 148 days), world events have a way of convincing us that the isolated dynamics of the time will lead to unprecedented market peril.
Pete the planner: Complexity is the measure for needing a tax preparer
If you’ve got investment income, especially anything involving capital gains, tax-loss harvesting or the wild world of cryptocurrency, you might want someone who understands the tax code better than you do.
Pete the Planner: Why do high egg prices leave consumers feeling so steamed?
It’s about the bigger question: Are we actually seeing progress, or are we in a new normal?
Peter Dunn: Can two hearts beat as one when managing finances?
The problem isn’t the difference in approach—it’s whether you can discuss and navigate these differences without causing financial (or emotional) ruin.
Peter Dunn: You and your adviser need to be on same page
And you should stop viewing advisers as disposable.
Peter Dunn: How to best prepare for natural disasters
Whereas I’m not anticipating a life of dodging wildfires here in the Midwest, it’s not too far-fetched to imagine other disasters impacting my ability to live the life I’ve dreamed of living.
Pete the Planner: Make a list of tasks to guide your financial decisions
If you’re going to take the time to set goals for this year, just make sure the goals matter.
Pete the Planner: A case study: how much you’ll need for retirement
There are three distinct reasons you specifically should aim for at least a $400,000 nest egg.
Peter Dunn: Should you sell your current home or rent it out?
Whether it was one of the major mechanicals going out, a frozen pipe, or simply a renter getting behind on rent, my brain could no longer handle the drama.
Pete the Planner: It’s time for you to take care of business
The truth is, we all have elements of our life where we either excel or struggle to stay as disciplined as we like.
Pete the Planner: Investing is one piece of financial planning puzzle
Financial planning isn’t as flashy as talking about the latest market trend or stock pick, but it’s crucial to living a financially sound life.
Pete the Planner: Should you refinance your car loan? Probably not.
Car loans aren’t like those big, long mortgages where you save tens of thousands by shaving off a percentage point or two.
Pete the Planner: Parents, your child’s money troubles aren’t your fault
It’s like watching someone walk a tightrope and realizing halfway across that they’ve never practiced before—and now they’re teetering on the edge.
Pete the Planner: Here’s why net worth isn’t part of casual conversation
Talking about net worth also brings a harsh reality check.
Pete the planner: I need a hobby to distract me from work
I’ve never needed a hobby so badly in my life. It’s not that I have tons of free time that needs to be filled; instead, I need something to divert my brain’s attention when I’m not at work or spending quality time with my family. Left unaddressed, my brain triggers into fits of work spasms […]
Pete the Planner: The wealth you can share is more than just money
Said in a different way, what if you returned leftover resources to the community pool?
Pete the Planner: Why your personal finances are not really that personal
A stakeholder is any person or entity that has an interest or concern in the direction of an enterprise.
Pete the Planner: Know your black boxes and blank checks
But you do have the ability to know a lot more things about your financial life than you are currently attempting to know.