Blog
Blog
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.
Your Questions Answered: Do I Need Long Term Care Insurance?
Do you need long term care insurance? I don’t know. I can tell you that you should definitely prepare for the expense of long-term care, including memory care. Purchasing some type of insurance policy to offset the risk of facing this expense could be a part of your...
Your Questions Answered: Does A 401k Rollover Put Me Over My Annual IRA Max?
Last year we advised a client to consider rolling over a 401k that they had with a former employer to their SIMPLE IRA with their current employer. Several weeks later, Chris sent us this e-mail. We have edited it to protect the privacy of the client: I am having my...
Advice For Life
Your Unspeakable Thing
The unspeakable thing is that special passion that can keep you up at night. It’s what you
do (or dream about doing) when nobody is looking.
Money, Meaning, and Mindset.
In a recent survey of 12,000 workers worldwide conducted by the Energy Project, only 50% of respondents found meaning in their jobs
Should I Sacrifice My Retirement to Support My Children?
Most parents will say that they want to help their children as much as they can and give them every advantage.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.