How to Set and Achieve Financial Goals

Without setting specific financial goals, it’s difficult to build a sustainable nest egg that can eventually be turned into a stream of retirement income. In this blog, La Ferla Group clarifies why financial goals...

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Portfolio Diversification: What it Actually Means

Portfolio diversification is often discussed as if it only relates to stocks. In reality, it relates to all asset classes. Learn how this crucial investment principle works.

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La Ferla Group’s Top 5 Travel Destinations for Retirees

Being able to travel in retirement is deeply rewarding. Fewer responsibilities allow you to explore the world, as long as you have the finances to do so. Since we have a couple of seasoned travelers here at La Ferla...

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How to Travel in Retirement without Breaking the Bank

Retirement is arguably the best time of life to travel. Without having to focus on a full-time career, retirees typically have much more freedom, flexibility and, ideally, finances to see the world. Here are a few...

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The Importance of Risk Tolerance and Risk Capacity

There is no single piece of investment advice that applies to every individual investor. What’s best for is often based on risk tolerance and risk capacity. In this blog, La Ferla Group breaks down the differences...

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What is a Stock? The Basics, Explained

The question “What is a stock?” is an important one to answer. Stocks are a key factor of most types of retirement plans, and can be leveraged as an additional source of income during your working years. In this...

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When to Roll Over a 401(k) into an IRA

Whether you’re leaving your job for a new one, retiring or just don’t particularly like your employer’s plan, you may have the ability to gain more control over savings. In this blog, La Ferla Group discusses what a...

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A New Investor’s Guide to Asset Allocation Models

Understanding asset allocation is crucial to achieving your investment and retirement goals. In this blog, La Ferla Group will explain what it is, and break down a few common asset allocation models as an...

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Common Types of Retirement Plans Based on your Employer

Saving enough money for retirement depends on your type of employment, income and long-term financial goals. In this blog, La Ferla Group will discuss several types of retirement plans to help you plan for your future

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Average Retirement Savings: are you Keeping Pace?

In order to retire at your current standard of living, you would need to save enough money to replace between 70 and 90 percent of your annual income. That may sound like a lot, but in this blog, we’ll tell you...

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