Dear Pete, My wife and I are beginning to put together our estate plan, and we’ve come to an interesting conclusion. We don’t want to pass any of our money onto our adult children. They’re not bad people, and they’ve…
It’s nothing short of shocking how quickly your child’s bus rides to elementary school turn into a heart-wrenching drive to drop them off at college for the first time. The time flies by, and you wouldn’t be alone if you…
Hi, I listen to the Pete the Planner podcast regularly but have yet to come across an episode that has answered a particular question that I’ve been researching. Although I have picked up some good strategies and methods for college…
Dear Pete, My husband and I have been gifting our daughter and her husband $10,000 per year for the last several years around the holidays. It’s become a bit of a family tradition. We enjoy being able to provide them…
It’s boomerang season. After four years of living away from their parents, millions of new college graduates are on the cusp of returning back home to the spot where they were launched. Some knew this was the plan all along. Others…
On March 11th, President Trump released his 2020 Budget Proposal. The 150-page document included cuts for many programs, including but not limited to education. It’s no secret that student loan debt becomes an ever increasing problem for students and their…
I can’t seem to find the answer to this question anywhere online. What is the minimum amount of time that $4,000 needs to reside in Indiana’s CollegeChoice 529 Plan to be eligible for the $1,000 tax credit? For example, can…
This week on The Pete the Planner Show, we meet David. Currently residing on the west coast, David and his wife recently took a pay cut for her to stay home with their kids. In light of the pay cut,…
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This week on The Pete the Planner® Show, we meet Vanessa. Since they began working in their 20s, Vanessa and her husband have been saving to fund their retirement. Fast-forward twenty years, and she’s not sure they’ve been saving enough. In addition,…
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This week on The Pete the Planner Show®, we meet Holly. After staying home to focus on raising her four children, Holly has returned back to the workforce. But it’s taken a little while for her to hit her stride in navigating…
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