Donald Peterson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Private Wealth Management in Dallas, TX and the surrounding communities.
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I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...
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Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...
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Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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I recently attended a large public seminar that focused on educating consumers about the value of financial planning. The headliner of the...
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When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...
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Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...
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So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...
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It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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