Pete Blackwell, CFP®, AAMS® 

Blog

Plan Ahead for the Holiday Budget Crunch

This Christmas season, break the buy-now, worry-later habit by creating -- and sticking to -- these special holiday spending tips. You will still be able to spread cheer with happy memories and debt-free celebrations.
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Investing for Your Later Years?

These important steps can help ensure that your investment plan -- and your nest egg -- is on track for your Golden Years.
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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.
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PLAN AHEAD FOR THE HOLIDAY BUDGET CRUNCH

Read this blog to learn some ways to break the holiday buy-now, worry-later spending habit by creating -- and sticking to -- a special spending plan. It won't take long, and you'll still be able to spread cheer without completely draining your wallet.
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Dig Yourself Out of Debt and Save at the Same Time

Check out this blog to learn how to start paying down debt, build emergency cash reserves, and still set aside money for investing. Look for the table that shows you how much money you could save by simply increasing your monthly credit card payments a bit.
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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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Working with a Financial Advisor

Click on this link to learn about working with a financial advisor.
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