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...

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...

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...

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life. Provided by Adam P. Liquori Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket”...

Pullbacks, Corrections, and Bear Markets

What’s the difference? What do these terms mean for you? Provided by Adam P. Liquori The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire market is trending...