PETE THE PLANNER: These Rules of Peter will help you plan for retirement
If you diligently saved (invested) from age 22 all the way through age 57, the final decade of your work career should be a snap.
Peter Dunn
Articles
PETE THE PLANNER: Don’t forget the 401(k) when evaluating a job offer
Mere minutes after raising my glass in celebration of my dear friend’s new job, I was on the verge of ordering another round to drown my dismay. He had just made a $713,000 mistake, and had no idea. I’m not normally a judgmental friend when it comes to money, despite what you might think, but […]
PETE THE PLANNER: A couple disagrees about budgeting their $200,000 income
Pushing the limits of housing affordability will compromise the rest of your financial life, as it drives up utility, maintenance, taxes and insurance expenses.
PETE THE PLANNER: Get more from your financial adviser
I guarantee, you utilize less than 60 percent of the functionality of your financial adviser, and you suffer for it. The stakes are high. It matters.
PETE THE PLANNER: The more money you make, the more you can delude yourself
There are only two successful retirement strategies. Just two. And the sooner you choose which one you’d like to employ, the better chance you have of securing a desirable outcome.
DUNN: Banking on daily fairness to customers
Dear Banking Industry: You hide fees and encourage irresponsible spending, all while touting your “free” checking accounts.
DUNN: Let’s utilize Indiana’s energy resources
Recent events in the Gulf of Mexico have placed considerable focus
on the everyday contributions the men and women in the oil and natural gas industry make to help fuel and power our way of
life.