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.

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...

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...