Blog
Blog
Your Questions Answered: Should I Cashflow My Goal or Sell Earmarked Securities?
Chris and Amy have been funding an education account for their daughter for the past nine years. It is a regular investment account – not a 529 – holding mutual funds that now have substantial gains. His daughter is getting ready to go to college and Amy is returning...
When to Take Risks to Increase Life Satisfaction
Sometimes the biggest risk is not taking one. Try as we may, it's almost impossible to protect our lives, careers, and financial planning from some degree of volatility. If you're not willing to accept risk, then you might stick with a "safe" but unfulfilling career...
In Their Own Voice: Skyrocketing Expenses and Reduced Income for SMI Caregivers
The Preparedness Project, an initiative founded by financial advisor Paul Peeler, has made it their mission to provide specialized financial planning support for Serious Mental Illness (SMI) caregivers and their families.
Advice For Life
Giving – Doing Good Without Disrupting Your Financial Plan
Many studies have shown that charitable giving provides greater happiness than buying more stuff.
Enjoying the Holidays During a Pandemic
At the time of year when we want to be closest to our loved ones, Covid-19 is still making it difficult to spend time together.
How Medigap Choices Have Changed
As many may recall, seniors who previously enrolled in Medicare are facing some changes. Medigap Plan F might not be sold after 2020 and Medigap Plan G will be undergoing some changes.
SMI Transition Planning
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Every month, Paul shares his thoughts, stories, and wisdom.