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
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.
What to Keep
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering …
DIY Process
We believe that most everyone would be better off if they applied the power of process to their financial lives…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.