by Bob | Jun 23, 2024 | Investment
Time horizon and Risk By Bob Peters || June 23, 2024 The importance of knowing the difference between Accounts and Investments I recently had a great conversation with a young lady who participated in her employer’s health savings account (HSA). She planned on...
by Bob | Jun 2, 2024 | Behavior
When is enough money, enough? By Bob Peters || June 2, 2024 How can money improve your quality of life? It is very human to want to improve your quality of life. I can make a decision to allocate time to incorporate physical fitness into my daily routine. You can be...
by Bob | Mar 9, 2024 | Education
Understanding the Total Cost of Ownership By Bob Peters || March 8, 2024 A Total Cost of Ownership Mindset In the blog post, Not All Net Worth Is Created Equal, we learned that Jane’s net worth was centered in an illiquid, depreciating asset (her car) while Marie’s...
by Bob | Dec 18, 2023 | Behavior
Improving your decision-making process can lead to a more financially secure life By Bob Peters || December 18, 2023 Decisions, Probabilities and Tools Life can be described in many ways but for purposes consistent with helping young people achieve a financially...
by Bob | May 24, 2023 | Education
Health Care Savings Accounts: If you can, you absolutely should By Bob Peters || May 24, 2023 The only triple tax advantage investment vehicle A Health Care Savings Accounts (HSA) is an absolute must do if you have a qualifying medical insurance plan and can set...
