“Hi! My name is Pam. I have a question regarding the nursing facility where my Mother-In-Law is a resident. I was under the impression that the Stimulus Check was the property of the person who the check was sent to. I…
“Out of sight, out of mind…” which is how you may have felt when the annual income tax filing date was shifted to July if you have a payment to make. But July 15th is coming up fast and even…
We frequently answer questions regarding the Economic Impact Payments (EIP), or stimulus checks. In order to provide you an easy to access resource, we’ve compiled a number of those questions and answers here. If you have additional questions that aren’t…
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…
Hey Damian, I’ve been reading a bit on freezing my credit and I guess I’m on the fence about it. It seems like unnecessary work when I could just use the credit monitoring service I pay for and get the…
Originally seen in the Indianapolis Star It never fails. About five times per year, I have an email conversation with a random person which goes like this. Pete, what should I do? You should do this. Pete, I don’t want…
This week on The Pete the Planner® Show, we’re back answering more of your money questions! We kick the show off with an emailer who has been berated by his friends for saving for retirement. Tired of the snide remarks, our email…
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Originally seen in USA Today and The Indianapolis Star Note: This column is the first of a four-part series on how to retire successfully when starting from scratch at age 50. I think it was the fourth person’s story in…
This week on The Pete the Planner® Show, we meet Virginia. Over the past couple of years, Virginia and her wife have been diligently saving in anticipation of growing their family. However, now that they’re pregnant, they’re overwhelmed with the constant change that comes with…
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This week on The Pete the Planner® Show, Damian Dunn joins us for a special edition episode we like to call, Peter and friends. To kick things off this week, we dive in with a question about 401k allocations, and I learn…
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