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
Cross-Stitch Prophet
When I was growing up in Washington, Georgia, in the heart of the eastern Georgia Piedmont, there was a cross – stitch…
Cool Grandma
Cool Grandma is almost 80 years old. Cool Grandma has $59,000 in an IRA at MegaBank Corp. and it is pretty much her entire nest egg…
The Race Car Optimization Fallacy
In my business, I am constantly approached by investment companies that want me to …
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.