Blog
Blog
Trying a New Career
According to a recent worldwide study of nearly 60,000 employees at over 1,600 companies, job satisfaction is at a three-year low. Factors like unfair treatment, inconsistent pay, unpopular return-to-office policies, a lack of meaning, and global economic uncertainty...
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...
Advice For Life
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.
Navigating Unexpected Twists
Life is never the same after you experience these kinds of unexpected transitions. Your lifestyle might change.
A Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on.
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.