by Joseph Falbo, CFP®, AIF®, CRC® | Jan 1, 2020 | Retirement Planning
Recently, a television interviewer was speaking with Matthew, a prominent person in his community about retirement. Matthew was very well known as a politician and member of the town council and had been actively involved in community events for the past three...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 1, 2020 | Retirement Planning
This is a great informational piece about assessing the value of advice released by Vanguard Research. It talks about how we should measure the value of financial advisory services using a three-part framework based on portfolio, financial, and emotional outcomes. It...
by Joseph Falbo, CFP®, AIF®, CRC® | Jan 1, 2020 | Investment Planning
The most important lessons from history are the takeaways that are so broad they can apply to other fields, other eras, and other people. That’s where lessons have leverage and are most likely to apply to your own life. But those things take some digging to find,...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 31, 2019 | Retirement Planning
Not all of my clients are on the verge of retirement. Some have 10 or more years to go and are trying to get a head start. Others have already retired and are going back to retool their plans, working to get back on track, or checking to confirm that they are already...
