Ask Peggy How to Avoid Investment Nightmares!

on October 4, 2019

Thinking about your investments can give you nightmares. Most people focus on events that impact their daily lives, giving their financial situation hardly a thought. Then, something happens—an event that makes them look at their investment decisions directly. The results can be frightening. Do you dread seeing the envelope of your 401(k) or IRA statement?… Read More

Peggy Doviak

Peggy Doviak

When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.

https://peggydoviak.com

Peggy Doviak Contest

Peggy Doviak is giving away a copy of her award-winning, #1 bestselling book, 52 WEEKS TO PROSPERITY: ASK PEGGY DOVIAK. Reading one short chapter a week and completing the activities will help you plan your prosperity in a year!

Enter Here

Ask Peggy About Term or Whole Life Insurance

on September 18, 2019

Have you ever heard the financial phrase, “Buy term and invest the difference?” It’s a common saying, and sometimes, it’s great advice. However, like all financial issues, the decision is a little more complicated than it might look. Let’s start by reviewing the advice. The recommendation is to purchase term life insurance rather than whole… Read More

Peggy Doviak

Peggy Doviak

When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.

https://peggydoviak.com

Peggy Doviak Contest

Peggy Doviak is giving away a copy of her award-winning, #1 bestselling book, 52 WEEKS TO PROSPERITY: ASK PEGGY DOVIAK. Reading one short chapter a week and completing the activities will help you plan your prosperity in a year!

Enter Here

Ask Peggy How to Pay for Education Costs

on August 14, 2019

Can you believe how quickly the summer is coming to an end? It seems like just last week, my family and I were watching 4th of July fireworks, and making homemade ice cream! Now, back to school activities are top priority in everyone’s mind. Here in Norman, OK, heading back to school reminds us that OU… Read More

Peggy Doviak

Peggy Doviak

When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.

https://peggydoviak.com

Peggy Doviak Contest

Peggy Doviak is giving away a copy of her award-winning, #1 bestselling book, 52 WEEKS TO PROSPERITY: ASK PEGGY DOVIAK. Reading one short chapter a week and completing the activities will help you plan your prosperity in a year!

Enter Here

Don’t Let Finances Make You a Humbug!

on December 3, 2018

by Peggy Doviak, CFP® Do you approach the holidays with a “Ho, ho, ho,” or a “Bah, humbug”? No doubt December can be a stressful month. It seems like the time between Thanksgiving and New Year’s Eve is a nonstop cycle of events, expectations, and expenses. But you can break that cycle. This year, give… Read More

Peggy Doviak

Peggy Doviak

When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.

https://peggydoviak.com

Peggy Doviak Contest

Peggy Doviak is giving away a copy of her award-winning, #1 bestselling book, 52 WEEKS TO PROSPERITY: ASK PEGGY DOVIAK. Reading one short chapter a week and completing the activities will help you plan your prosperity in a year!

Enter Here

Ask Peggy How to Make Your Money Last as Long as Your Bills!

on August 6, 2018

Peggy Doviak, Ph.D., CFP® Have you ever run out of money before you ran out of month? It’s bad enough when you can’t eat out or buy something you want, but even scarier if you’re short before you have paid the mortgage or insurance. With a traditional job, if money is tight, the beginning of… Read More

Peggy Doviak

Peggy Doviak

When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.

https://peggydoviak.com

Peggy Doviak Contest

Peggy Doviak is giving away a copy of her award-winning, #1 bestselling book, 52 WEEKS TO PROSPERITY: ASK PEGGY DOVIAK. Reading one short chapter a week and completing the activities will help you plan your prosperity in a year!

Enter Here

Ask Peggy Why You Should Treat Your Writing Like a Business

on July 2, 2018

Peggy Doviak, Ph.D., CFP® Hi, my name is Peggy Doviak, I’m a personal finance author, and I want to help you prosper! Each month, I’m going to blog about financial topics that writers need to understand. And this month it’s a biggie—treating your writing like a business rather than a hobby. Whether you have a… Read More

Peggy Doviak

Peggy Doviak

When Peggy Doviak’s mother got taken to the cleaners by an unscrupulous stock broker, Peggy got mad. She was so angry that she changed careers from corporate training to financial planning because she wanted to ensure that what happened to her mother never happened to anyone else. She has been committed to putting her clients first through a fiduciary relationship from the first day, not even knowing then that her position was optional and unpopular to many so-called financial advisers. But she’s learned a lot. She earned her CERTIFIED FINANCIAL PLANNERTM practitioner designation and went on to earn a Master’s in Finance with an emphasis in Financial Analysis even though she already had a Ph.D. in education. Active in her profession, Peggy works with financial literacy organizations, hosts a Knowledge Circle for the Financial Planning Association, writes a column for the Journal of Financial Planning, and is a member of the Women in Finance (WIN) Initiative of the CFP Board. She is a consumer advocate for fair financial practices both locally and nationally through her membership on the Legislative and Regulatory Issues Committee of FPA, and she enjoys meeting with lawmakers in Washington, DC. However, perhaps Peggy’s greatest shaping of the profession has come through staying in education. She has taught literally thousands of financial advisers in classes covering advanced certifications, the preparatory curriculum for the CFP exam, and master’s level courses in financial planning. Although Peggy Doviak can’t keep every consumer safe, she keeps trying.

https://peggydoviak.com

Peggy Doviak Contest

Peggy Doviak is giving away a copy of her award-winning, #1 bestselling book, 52 WEEKS TO PROSPERITY: ASK PEGGY DOVIAK. Reading one short chapter a week and completing the activities will help you plan your prosperity in a year!

Enter Here