Peter Dunn

Based on the time of year it is right now, there’s some inherent positivity afoot.

Most people have the near term figured out but can’t make the long term work.

Enter into this process with a calm mind and empathetic words.

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.

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.

You listed nine instances in which you should have reconnected with your financial adviser. You are zero for nine.

People’s financial success can be impacted by what they choose to place their confidence in. False financial confidence is frequently rooted in denial, ignorance and delusion.

It’s amazing how quickly you can find yourself highly confident with low stability

Most people who read my column in the Indianapolis Business Journal do currently need a financial adviser. I’m not trying to trap you, me or the financial planners in a web of semantics, but I think details matter.

Income, expenses and benefits are the issues that create the headaches. And they have this supernatural way of amalgamating themselves into this seemingly insurmountable problem, which oddly can be solved only if you’re able to separate them back into individual challenges.

Investing a healthy portion of your income is a good idea in great market years, and it’s an even better idea in bad market years.

My immediate inclination is that the found money feels like a gift.

You have two primary options: Refinance to a fixed rate mortgage or move.

In order to account for both inflation and increased consumerism, I’ve decided to track my spending by actually tracking my savings. In other words, I took a look at what percentage of my income I was actively saving.

I’ve determined that a person’s ability to apply urgency in less-than-imminent situations is what puts that person at a distinct advantage.

I am interested in exploring how the main problem might get worse because of this forgiveness plan.

There’s some prudence in your discernment. But my gut tells me your consternation is present due to the lack of communication.

I lived in a world of blissful ignorance. So does your husband.

One of the biggest mistakes I see parents make with their college-funding investments is ignoring time horizon.