Pete the Planner: Budgeting

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Overview

Enjoy these brief videos outlining important financial wellness concepts. No matter what age or stage you are at in life, these ideas can make a positive impact. They are fun, educational, engaging and packed with lots of tips to assist you in taking the next steps today.

Finances for Kids

Pete introduces financial skills at an early age to try to avoid difficult financial circumstances in the future.

Psychology of Money

Pete discusses, based how statistics, how the majority of our decisions are based solely on emotions.

Pete the Planner: Savings strategy for first-time home buyer

Pete the Planner covers things to consider when buying a home.

Pete the Planner: Recently graduated, now what

Pete The Planner provides guidelines for a major transition after graduation, entering into the real world.

Pete the Planner: 3 Types of Savings

Pete demonstrates how to put money away for the future utilizing a “three bucket” strategy.

Pete the Planner: Competing financial goals

Pete the Planner answers Carrie's question on how to balance multiple financial goals, such as saving for college and preparing for retirement.

Pete the Planner: Loans and homes

Darren asks Pete the Planner what he should consider before taking a loan from his retirement plan for a downpayment to buy a house.

Pete the Planner: Other financial priorities

Pete illustrates how to implement a strategy to assist with prioritizing financial priorities.

Pete the Planner: Paying off debt

Pete illustrates methods you can take for paying off your debt.

Pete the Planner: Save the raise

Pete demonstrates the importance of saving your raise to reduce your dependency on your income.

Pete the Planner: Teaching kids about money

Pete explains good examples to help children of all ages learn about money and how to manage it.

Overview

Interactive calculators will help you take an active role in your learning and will assist you in developing a proactive plan today to achieve your goals tomorrow.

College Cost Calculator

Saving now can put your child's education goals within reach.

This calculator contains content that is best viewed in landscape orientation. We suggest rotating your device so it is longer than it is tall.

Financially Preparing for College

Get an estimate on the cost of college for a child. Learn how a monthly commitment can put educational aspirations within reach.

Personalize your results by selecting the number of children for whom you'd like to save, and then provide a name and age for each child. The calculator will assume he/she will enroll at age 18. See Notes for more information about data sources and calculation methods used.

Number of children:

Note: Calculations assume each child will begin college at the age of 18. Current tuition, fees, room and board costs are based on Average Published Undergraduate Charges for 2014-15 as published by the College Board.

Future costs assume 3% inflation, and monthly savings suggestions assume 3% inflation as well as a 3% interest rate compounded annually.

Economic Life Value Calculator

Life insurance helps replace more than just your income.

Retirement Income Retirement Income

This calculator can be used regularly to confirm that your retirement strategy is aligned with your retirement goals.

Retirement Income

Small Changes, Big Savings Small Changes, Big Savings

Saving a small amount now can make a big difference later.

Small Changes, Big Savings

Overview

All the guides and articles here are jam-packed with ideas on how to address concerns you may have today and how to take the positive steps to improve your financial life for tomorrow. Take the time to read these short topical articles, and then take the next steps to achieve your goals!

Balancing Your Savings Goals

These tips can help you balance retirement savings with your other savings goals.

Budgeting Basics In Four Steps

Prepare a budget to take control of your finances is actually very empowering.

The Financial Differences Between Men & Women

Learn how men and women think about and approach finances differently.

Set Financial Goals in 5 Steps

Keep goal-setting simple and start moving closer to your financial goals today.

4 Tips for Teaching Your Kids About Finances

These tips can help you educate your kids about money and make them more financially responsible adults.

60 Minutes to Change

Pete the Planner's guide to help improve your financial life in just nine pages.

Guide for new homebuyers

Pete the Planner covers the things to consider when you're thinking about buying a home.

Guide for prospective parents

Pete the Planner helps you overcome obstacles of preparing to have a child.

Guide for single parents

Pete the Planner offers 9 tips for running a one-parent (and often one-income) household.

Guide to budgeting for childcare

Pete the Planner's guide for making room in your budget for childcare.

Guide to dealing with a spending addiction

Pete the Planner's guide for identifying and adressing spending addiction.

Guide to dealing with aging parents

Pete the Planner's guide to talking with your adult parents about their financial plans.

Guide to how to be a good landlord

Pete the Planner's guide to managing investment properties and interacting with tenants.

Guide to marriage and money

Pete the Planner describes effective ways to manage money with your spouse.

Guide to net worth, the ultimate financial metric

In this guide, Pete the Planner will walk you through how to calculate and increase your own net worth.

Guide to paying off student loans

Pete the Planner helps you learn how to pay off student loans.

Guide to saving for college

Pete the Planner's guide of things to consider when saving for college

Guide to teaching your kids about money

In this guide, Pete the Planner will help you learn how to teach kids of any age about money.

Guide to the four stages of your financial life

Pete the Planner explains the four financial stages in life, which provide goals and milestones for us.

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