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
The Matrix
One of the seminal moments in the movie, THE MATRIX, is the scene where NEO leaves his computer generated reality and awakens within his pod…
Should We Reconsider What Retirement Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69…
Involving Children of All Ages in Giving
Want to teach your children the core values of gratitude and generosity? There’s no better way to do that than to get your children involved in giving…
SMI Transition Planning
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Every month, Paul shares his thoughts, stories, and wisdom.