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See if you are prepared to begin your retirement by answering four key questions. Provided by Tyler Peachey How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work meaningful? If it is emotionally and psychologically fulfilling, if it...

Why are they made again and again? Provided by Tyler Peachey Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.    Calling them “mistakes” may be a bit harsh, as not all of...

Things you can do for your future as the year unfolds. Provided by Tyler Peachey What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or budgeting methods you could employ...

A look at where stocks were in 2009 and how they have performed since. Provided by Tyler Peachey Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked...

Socially responsible investment strategies and you. Provided by Tyler Peachey SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to responsibly impact society. In the past, these investment strategies were viewed as too restrictive for most...

Long-established retirement account rules change. Provided by Tyler Peachey The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE...

Changes for 2020. Provided by Tyler Peachey The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. *Next year, you can put up to $6,000 in any type of IRA. The limit...

Don’t fall for these misconceptions. Provided by Tyler Peachey Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let’s examine a few. Retirement means I can stop investing. In the past, retirement was viewed as an “end”...

How much do you know about the different coverage options?                                     Provided by Tyler PeacheyMedicare’s open enrollment period runs through December 7. If you are enrolling in Medicare for the first time, you will discover that it is much more complex than an employer-sponsored group health plan.1 When you are...