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....
Blog
In Their Own Voice: Adjusting Financial Plans 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.
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...
Is an Unretirement Right for You?
According to a recent report by T. Rowe Price, the COVID-19 pandemic created 2.4 million "excess" retirements in 2020. Some folks retired due to family health issues. Others retired from high-stress positions in health care or education. And many were forced into...
Being a Good Steward of Your Time in Retirement
When you're a new retiree, staring at that blank page where your work schedule used to be, time might seem so abundant that you forget just how valuable it really is. But if you treat retirement like an endless weekend, you might be surprised to look up in a month, a...
Independence and Quality of Life
Independence is an important value to all Americans. It’s also a value that’s central to how we feel about and use our money. When we feel financially free, we can make a wider variety of choices, pursue our passions, and find our ideal version of work-life balance.
Planning for Longer Lifespans
Advancements in healthcare, exercise, diet, and quality of living have transformed retirement from the end of one's life into the beginning of an exciting new chapter. But living longer isn't the same as living well. An increased lifespan is going to create some...
Do You Need a Sabbatical Retirement?
We usually associate a sabbatical with a career break that allows a professional to step outside their job, learn something new, recharge, and refocus on new goals.