by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Investment Planning
Indices v. Investors Investors, left to their own devices, can work against their long-term interests. When people react with emotion they tend to make snap decisions that don’t always work in their favor. In my experience, Human nature is a terrible investor. If you...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
When considering all of the various options for your retirement some important questions to ask yourself are “What are the positive impacts on my life from staying in the workforce?” and “What is the ‘good stuff’ I get from being employed?” Even if you are really...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
“When you wake up one morning and decide that, from this day forward, you can do what you want, when you want, and how you want—you are retired.” – Barry LaValley There is an old story that can be used to describe how aging boomers think about retirement. A...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
There is a tendency to demonize work in order to make retirement look more attractive. In this blog, we look at the value that work provides. Our retirement consultant Barry LaValley of the Retirement Lifestyle Center has suggested that you consider the things you...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Financial Wellness
It’s not too late to add healthy aging to your retirement plans! In discussions with my clients about their future, I am often struck by their fear of health issues that may cause them an early death. In fact, some of them refuse to discuss long-term issues in their...
