by Joseph Falbo, CFP®, AIF®, CRC® | Jul 8, 2025 | Retirement Planning
Retirement is a huge milestone, but it involves more than just quitting your job. It’s about starting a new chapter with the person you’ve spent your entire life with. And, while the majority of couples save for retirement for years, very few discuss what...
by Joseph Falbo, CFP®, AIF®, CRC® | Jun 9, 2025 | Retirement Planning
There’s something surreal about it, isn’t there? You’ve been planning for retirement for years—decades, even—and now it’s here. That final stretch. The last day at the office is circled on the calendar. Your coworkers are starting to ask about...
by Joseph Falbo, CFP®, AIF®, CRC® | May 14, 2025 | Retirement Planning, Uncategorized
Retirement isn’t a finish line—it’s a major life transition. And like any big change, it calls for more than just tweaking your schedule. It also asks you to think differently about your finances. For years, your plan probably centered around saving, investing, and...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 3, 2025 | Retirement Planning
Why Is It So Hard to Spend the Money You’ve Saved? You’ve spent years working, saving, and preparing for retirement. Now that it’s here, spending that money feels… different. Maybe you pause before booking that dream vacation, even though you’ve talked about it...
by Joseph Falbo, CFP®, AIF®, CRC® | Mar 20, 2025 | Retirement Planning
Retirement is supposed to be a time of freedom—freedom from work, from stress, and to enjoy the life you’ve spent decades building. But there’s one mistake many retirees make with their investments that can put all of that at risk. And no, it’s not picking the wrong...
