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...
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...
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 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.
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...
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.
Home swapping can add a variety of “local living” experiences to a vacation. Here are four ways that a home swap could make your next trip more memorable, and more affordable.
Social entrepreneurship is a way for experienced leaders and ambitious philanthropists to create businesses and other organizations that solve important problems…
If you’re feeling like your exercise habits might be slipping into hibernation, try one of these three simple ideas to keep moving…
Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about.