In the News

November 07, 2023
How do Roth IRA taxes work? – Erin Gobler
Paul Peeler was quoted in this article on Roth IRAs, providing insight on how Roth IRA contributions and conversions are taxed: “You can convert an IRA to a Roth, but Uncle Sam wants his money. That means you must pay income tax on the amount converted.”

September 20, 2023
Webinar: Seven Planning Challenges for SMI Caregivers – Paul Peeler
Paul Peeler will deliver an educational webinar for the Financial Experts Network on Thursday, October 26th at 1pm ET, discussing financial planning challenges SMI caregivers face, as well as the invisible side of caring for a child or loved one with a severe mental illness. He will also provide tools for uncovering these challenges and next steps for families who find themselves facing one or more of them.

September 15, 2023
I’m a Financial Advisor: Here’s What’s in My Retirement Portfolio – Cynthia Measom
Paul Peeler gives insight into his investment philosophy and shares details on his personal retirement investment mix. When considering an investment, for clients or himself, he determines if the investment increases the expected return, if the investment reduces overall volatility, and how the investment fits into a globally diversified low-cost portfolio.

July 26, 2023
How pro bono planning is making financial advisors feel rich – Justin Mack
Paul Peeler was featured in this article from Financial Planning Magazine, where he discussed his pro bono planning work with The Preparedness Project, why he launched the initiative, what it means to him, and more.

July 18, 2023
Here’s How Much the Average Entrepreneur Makes in 2023 – James Holbach
By definition, entrepreneurship comes with some risk. Obviously, if you invest your own money in your business, you could lose it — but that’s not all. Paul Peeler discusses drawbacks of entrepreneurship in this article in GOBankingRates: “The business might not make it, or the entrepreneur could go a long stretch without an income. Yet still, the entrepreneur might spend years building an enterprise only to see a competing company or technology gut its market share and sale value.”

May 18, 2023
I’m a Financial Advisor: 6 Money Questions I Get Asked the Most – Heather Taylor
Clients ask financial advisors many questions ranging from investing to retirement planning. GOBankingRates spoke to four financial advisors, including Paul Peeler, to learn about the top questions clients ask them regarding the future of their finances. Paul’s top question: “What’s Going To Happen With the Stock Market in the Next 6 Months?”

May 17, 2023
Caring for Family With Serious Mental Illness With Paul Peeler – Diana Britton
Paul Peeler was featured on WealthManagement.com‘s ‘The Healthy Advisor’ podcast, where he discussed his family’s personal experience with serious mental illness and shared how it influenced his desire to launch The Preparedness Project and help caregivers and families dealing with an SMI.

April 25, 2023
Recession Is Coming – How To Guide Clients Through Layoffs – Julius Buchanan

Paul Peeler gives advice on how to guide clients through a recession with potential layoffs, including being a good listener, identifying actionable steps, and focusing on what you can control.

March 28, 2023
Paul Peeler, Founder of the Preparedness Project, Named Integrated Financial Group’s 2023 Stewardship Award Winner
This news release featured in The Associated Press details Paul Peeler winning the 2023 Stewardship Award from Integrated Financial Group, as well as how The Preparedness Project provides specialized planning support for Serious Mental Illness (SMI) caregivers and their families.

February 22, 2023
Making Hard Financial Decisions When Teens Have a Mental Health Crisis  – Jane Wollman Rusoff
Paul Peeler was profiled in this article from ThinkAdvisor, sharing his story on why he started The Preparedness Project and discussing financial planning challenges faced by parents and caregivers of young adults that are unexpectedly diagnosed with late-onset serious mental illness (SMI).

February 7, 2023
Key Money Questions to Ask Your Partner at Every Stage of a Relationship – Chris Warren
In this article from Synchrony Bank’s Money Matters blog, Paul Peeler discusses why money is the number one thing couples argue about and how to proceed with caution: “So much of who we are is intertwined in the concept of money. Money is never just money and fights about money are rarely just fights about money.”

January 9, 2023
The Most-Revealing Onboarding Questions Advisors Ask – John Kador
Paul Peeler was featured in this Wealth Management magazine article spotlighting financial advisors sharing the most revealing questions they ask clients. Paul shares a couple’s response to his question: “How do you feel about the level of money you have in savings?”

January 4, 2023
What to consider before investing in a certain company – Ivana Pino
Paul Peeler discusses what investors should consider before buying any stock, including investing in young companies, not tying up all your money in one stock, the percentage of stocks in your portfolio, the time frame and tolerance for volatility, and more.

December 19, 2022
There’s no simple approach to complex products – Mark Schoeff Jr.
Financial Advisor Paul Peeler was quoted in InvestmentNews on complex investment products: “While many financial advisors are turning to complex products to help clients navigate volatile markets and rising interest rates, I have gravitated toward using investments that can be explained in four sentences or less. More often, I lean toward the most simple and less costly way to meet client needs.”

December 8, 2022
Here’s the No. 1 Factor Contributing to Millennials’ Wealth – Gabrielle Olya
Paul Peeler shares why he thinks real estate and home equity are good investments for millennials. In addition, he shares his other topic pick for millennials looking to build wealth: “If you are wired to be a business owner, that route is hands down the best way to build personal wealth.”

November 17, 2022
Is Owning a Home a Financial Necessity or a Lifestyle Choice? – Gabrielle Olya
Financial Advisor Paul Peeler says that buying a home can be a good investment, but only if you are looking for benefits that go beyond the financial.

November 17, 2022
Is Owning a Home a Financial Necessity or a Lifestyle Choice? – Gabrielle Olya
Paul Peeler shares thoughts on whether owning a home is a financial necessity or a lifestyle choice, saying that although it can be a valuable long-term wealth-building tool, it shouldn’t be your main motivation for purchasing a home.

October 25, 2022
Financial Planning For Serious Mental Illness – Julius Buchanan

Paul Peeler was profiled and interviewed by the Wealth Solutions Report, sharing details on The Preparedness Project, how planning for SMI caregivers differs from traditional financial planning, common issues that parents and caregivers encounter, and recommended resources.

October 20, 2022
Seven Planning Challenges for Caregivers – Paul Peeler

Paul Peeler wrote this article for TheStreet’s ‘Retirement Daily‘ section on financial planning challenges that SMI caregivers face. In addition to challenges, Paul shares actionable steps on what caregivers can do now to prepare for the future and position themselves for a secure retirement.

September 29, 2022
Experts: How to Find the Perfect Place to Retire – Gabrielle Olya
Financial Advisor Paul Peeler shares how retirees and pre-retirees can find the perfect place to retire and explains why it’s important to look at all levels of taxation when choosing which state to move to and retire in.

September 29, 2022
How to Find the Perfect Place to Retire – Gabrielle Olya
Paul Peeler explains why you shouldn’t automatically assume that a state without an income tax is going to have a lower overall tax burden when deciding where to retire.

August 22, 2022
Financial Advisors Share the Best Financial Lessons They Gave Their Clients – Gabrielle Olya
Financial Advisor Paul Peeler shares the best financial lesson he’s given a client and how it’s been helpful: don’t worry about market swings and short-term volatility.

August 22, 2022
Financial Advisors Share the Best Financial Lessons They Gave Their Clients – Gabrielle Olya
Paul Peeler discusses how he has educated his clients about the volatility of the financial markets and why it shouldn’t be a cause for concern, as well as the value of long-term investing.