Ask Peggy about the Best Valentine’s Day Gift Ever!

on February 4, 2019

Forget the flowers, candy, and teddy bears. What you and your love should share this Valentine’s Day is a heart-to-heart conversation about money. Wow—what a buzzkill! Maybe, maybe not. Did you know financial discord is the leading cause of divorce, destroying relationships even worse than infidelity? To keep this from happening to you, here are… 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.

Peggy Doviak Contest

Peggy Doviak is giving away a copy of 52 WEEKS TO PROSPERITY ASK PEGGY DOVIAK and a box of candy to the lucky winner.

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Ask Peggy How to Turn a Financial Dream Into a Financial Goal

on January 17, 2019

Fifty-six years ago, Martin Luther King Jr. delivered his iconic “I Have a Dream” speech, and next week, we are celebrating both the man and his message. Dreaming is important. Much of our focus originates in the dreams we have—getting a job, owning a home, or having a prosperous life. However, building a strategy around… Read More

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

Ask Peggy Why Prosperity Doesn’t Involve Keeping Up with the Hemingways or the Joneses

on November 5, 2018

You just learned your friend is working with a literary agent. You’re thrilled for her, but do you feel less successful because you are still struggling with your first novel? Or maybe you are proud to have released one book, but then you meet someone at a conference who recently had a tenth publication. Are… Read More

Ask Peggy About College Funding

on September 4, 2018

Can you believe how quickly the summer ended? 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. In my hometown of Norman, OK, heading back to school reminds us that University of… Read More

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

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