by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
The first step to having a successful retirement is defining what a successful retirement means to you. That means actually writing it out! A successful retirement will look different to different people. Some may want to keep working; others may want to travel....
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
Do You Really Want to Retire? Not long ago, I had lunch with Charlie, a 63-year-old business owner from West Caldwell, New Jersey. Because he knew that I was in the financial services industry, he peppered me with questions about retirement and his pending plans to...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
Struggling with the Traditional Concept of Retirement For many years I have struggled with the concept of ‘retirement’. As I work with my clients, I can’t help but feel that the idea of it being the end of things and the time to wind it down didn’t fit what I was...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Financial Wellness
The Proven Correlation Between the Size of Your Social Network and your Longevity. A lot of research has been done on the health benefits of having strong relationships in your later years. Studies have shown a direct correlation between the size of your social...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Financial Wellness
Your past money experiences can affect the way you deal with your financial decisions today, and into the future. People tend to deal with money on an emotional level and that can affect their ability to make good financial decisions. This is one of the reasons people...
