Pete the Planner: Actually, you should put a price tag on memories
A couple of weeks ago, we came to the realization that we have three summers left as a family of four before our oldest heads to college. Oof.
Peter Dunn
Articles
Pete the Planner: Do your due diligence hiring an adviser. Here’s how.
I often find myself thinking of a trusting client when they first receive the news they were duped. I feel their fear. I feel their shame. I feel their disgust. It makes my skin crawl.
Pete the Planner: Finding fulfillment in retirement is ultimate challenge
My vision has evolved over time.
Pete the Planner: A cheat sheet for spending your time versus money
Understanding convenience is vital to making affordability decisions.
Pete the Planner: Enlightenment is the goal of your financial journey
Here’s what I’ve learned about our financial lives as we age—they get increasingly complex, and we don’t necessarily get better with money along the way.
Pete the Planner: To secure retirement, don’t stretch your lifestyle
The closest relief I’ve found in underachievement is extending myself some grace.
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.
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.