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End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2020. Provided by Adam P. Liquori What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step....

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Coronavirus Vaccines and the Economy

Hopeful markets react. Provided by Adam P. Liquori As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1 A positive reaction to these...

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Robo-Advisors vs. Human Financial Professionals

If an investor chooses a non-human financial advisor, what price could they end up paying? Provided by Adam Liquori Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional...

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Election 2020: Managing Your Emotions

45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic. Second-guessing your investment strategy is natural,...

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Election 2020: Preparing for Any Outcome

Provided by Adam Liquori As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?" In reality, however, it isn't...

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Has the Stock Market Rally Left You Behind?

Here’s what the recent rally could mean for you. Provided by Adam P. Liquori Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.” A look behind the headlines helps tell the story. A CNBC study...

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Before You Claim Social Security

A few things you may want to think about before filing for benefits. Provided by Adam P. Liquori Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few...

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Retirement Plan Options for Small Businesses

Retirement Plan OptionsRetirement Plan Options for Small Businesses for Small Businesses As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as your...

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The Pros and Cons of Early Retirement Plan Rollovers

Should you withdraw and reinvest your retirement plan money while you are still on the job? Provided by Adam P. Liquori Did you know you might be able to take some or all of the money in your 401(k), 403(b), or 457 plan and roll it over into another type of retirement...

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