Blog
Blog
Preparing Your Adult Children for Inherited Wealth
Most children learn the ins and outs of responsible wealth-building from their parents. As kids grow, simple conversations about saving and spending often branch out into investing, compounding, and comprehensive Life-Centered Planning. But no matter how many good...
In Their Own Voice: Increased Expenses and Compressed Timelines 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. As part of that mission, Peeler has produced a...
Is an Unretirement Right for You?
According to a recent report by T. Rowe Price, the COVID-19 pandemic created 2.4 million "excess" retirements in 2020. Some folks retired due to family health issues. Others retired from high-stress positions in health care or education. And many were forced into...
Advice For Life
Home Improvements Trending Higher
Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.
Wealth Management with Memory Disorders
Besides impacting lives and relationships, dementia can also impact family finances. It may call for another family member to assume money management responsibilities for a parent, grandparent, or sibling.
Thoughtful Giving
Incorporating charitable giving into your financial plan is a great way to make sure that your generosity is aligned with the things that are most important to you.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.