by Bobpeters1800 | 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 Bobpeters1800 | 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...
by Bobpeters1800 | May 8, 2023 | Education
Watch Out for Buy Now Pay Later Offers By Bob Peters || May 8, 2023 Buy Now, Pay Later is expensive and could get you deep into the debt hole Buy now, pay later credit sounds like a great deal, right? You get to enjoy your purchase right away, and pay for it in small,...
by Bobpeters1800 | May 1, 2023 | Education
Insurance: Why It’s important and some considerations By Bob Peters || May 1, 2023 Insurance is an expense that needs to be in your budget Insurance is a way of protecting yourself and your loved ones from financial losses due to unexpected events. There are...
by Bobpeters1800 | Feb 1, 2023 | Education
Integrity, Trustworthiness and Your Best Interest Matters when considering a Financial Advisor By Bob Peters || Feburary 1, 2023 Integrity will define how the world sees you…and your Financial Advisor Integrity is the practice of being honest and showing a consistent...
by Bobpeters1800 | Jan 19, 2023 | Education
Financial literacy increases your wealth, Simplicity is Good…and my Dad By, Bob Peters || January 19, 2023 What I hope you take away from this blog post Professor Annamaria Lusardi has generated some great research on the impact of Financial Literacy or the lack...
