IBJ personal finance columnist Peter Dunn details the options for keeping cash close at hand while allowing it enough space to grow, in light of the Fed’s impending decision on interest rates.
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Pete also discusss how much you would need to inherit in order to immediately retire; why putting a down payment on a lake house might not be advisable; and why preventing family squabbles should be a key goal in planning to divide your assets.
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In the 300th episode of the IBJ Podcast, Pete Dunn also discusses the role that your housing decisions—good and bad—play in retirement readiness.
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Peter Dunn uses a series of questions to help listeners identify the money personality—or “script”—that best matches their relationship with money and then explains the pros and cons of each.
Read MoreWhat’s the monthly financial gap between your current life and the life you are aspiring to? This allows you to park the scary thoughts to the side and instead make decisions based on real numbers.
Victims rarely get their money back, including older people who have lost life savings to romance scams, grandparent scams, technical support fraud and other common grifts.
Once the Pruetts realized the financial pressures of parenting, they felt it was really important to share that concept with their kids sooner rather than later.
As technology and other factors transform the accounting industry, a growing number of firms are turning to private equity investments to help them keep up with the pace of change.
The temporary nationwide injunction is a win for the big banks and major credit card companies, which collect billions in revenue each year in late fees and were looking to stop the proposal from going into effect.
Rep. Jeff Thompson, the chair of the House’s fiscal-minded Ways and Means Committee, says his goal is simplicity but that the changes he has in mind are so massive that they could take multiple sessions.
As an executor, adeptness in managing administrative tasks—from inventorying assets to paying debts and filing taxes—is paramount.
The programs are intended to help central Indiana Black business owners combat long-standing challenges in securing bank loans.
If you’re a company founder, serial entrepreneur and/or C-suite executive, the ambition that drives you will not vanish the day you decide to give up full-time work and hit the pickleball court.
Indianapolis-based DecisionRx uses technology to recommend medication decisions to physicians and pharmacists based on genetic profiles, existing medication regimes and contraindications.
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.
Several Indianapolis neighborhood groups are taking issue with the city’s plan to spend up to $26 million in tax revenue earmarked for neighborhood redevelopment to acquire the new family center.
Payments processing giant Visa has benefitted from a fundamental change in consumer behavior that has led to the broad acceptance of digital payments, as well as from the growth in online shopping.
Besides making it more expensive for U.S. homebuyers to buy a house with a mortgage, higher yields also put downward pressure on prices for everything from stocks to cryptocurrencies. Eventually, they could help cause companies to lay off more workers.
Next year’s hike follows this year’s 8.7% benefit increase, which was brought on by record 40-year-high inflation.
Keep pressing them to be critical until they offer something. Once that seal is broken, candor can take hold.
In this 250th episode of the IBJ Podcast, Peter “Pete the Planner” Dunn answers some of the most sensitive questions in personal finance.
Brazil, Russia, India, China and South Africase countries are threatening to create their own currency, in order to displace the U.S. dollar as the world’s reserve currency, in which most transactions are denominated.
The Fair Housing Center of Central Indiana and Indianapolis-based Rainbow Realty Group Inc. have announced a settlement in a legal fight over an allegedly predatory rent-to-own program.
VisionTech, a group of more than 130 investors, has so far this year made seven investments totaling $1 million. In comparison, the group made a total of 16 investments totaling $2.4 million in all of 2022.
