A while back a client and I were discussing his investment accounts. During the conversation, he mentioned how he paid attention to the “market” as a proxy for the relative performance of his account. In other words, when the “market” was up, he figured he was up. And...

The lifetime of experience you've accumulated in your career doesn't become any less valuable once you've retired. Many seniors turn to part-time jobs, volunteer positions, tutoring, and mentorship to stay sharp, stay active, connect, and give back in retirement....

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.