Pete Blackwell, CFP®, AAMS® 

Blog

Maintain a Good Credit Rating

Could a buy now, pay later approach to financing purchases be eroding your financial security? Read on to learn how good credit decisions going forward may not only help to improve and maintain a good credit rating but also help to pursue a strong financial future.
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Considering a Target Date Fund for Your Retirement

If you are like many investors, researching, selecting, monitoring, and adjusting your investments and asset allocation within your retirement plan can be a time-consuming burden. One possible strategy to consider may be a target-date fund.
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Marriage and Money: Finding a Happy Balance

You and your your spouse could benefit greatly by building a lifelong relationship with a Certified Financial Planner and working with him/her to develop and pursue your long-term financial goals. Here are some financial planning considerations to keep in mind.
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The Financial Side of Marriage Equality

The growth of marriage equality during the past few years has reshaped the financial landscape for many couples. This blog offers some insights into the circumstances regarding income tax, social security, and retirement benefits for you and your spouse.
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529 PLAN: TAKING DISTRIBUTIONS

Parents wanting to take full advantage of the many benefits of their 529 Plan should check out this blog about which educational expenses qualify for tax-free distribution status and which expenses do not.
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Beyond Retirement: What About Your Other Goals?

In addition to saving for retirement, there may be several other major financial goals you'll need to juggle in a lifetime.
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Working with a Financial Advisor

Click on this link to learn about working with a financial advisor.
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Children and Wealth: Important Lessons Start Early in Life

Wealth can be a mixed blessing -- one that creates great opportunity as well as weighty responsibility -- especially for children. As a parent, grandparent, or concerned relative, you hope to pass on what you have learned about...
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Vacation Value

Everyone needs a vacation periodically. Breaking the routine of the workaday world is not only refreshing, but studies show it's good both for you and your ability to do a better job. Reducing job stress can lead to more productivity....
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