3 Ways to Avoid Common Financial Scams

Americans lost a shocking $905 million to financial scams in 2017—and that number only includes the scams reported to the Federal Trade Commission. It’s critical for people to understand the warnings signs of fraud...

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3 Key Components of a Valuable Employee Benefits Package

Employee benefits packages are critical employee retention mechanisms that should provide value for all parties of a company. In this blog, La Ferla Group explains several crucial components of a forward-looking...

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401(k) Withdrawal Rules, Penalties and Options

Making a 401(k) withdrawal is simple enough, but it could wind up being more trouble than it’s worth due to taxes and early withdrawal penalties.

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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 is often based on risk tolerance and risk capacity. In this blog, La Ferla Group breaks down the differences and...

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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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