by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2019 | Retirement Planning
Aaron and Monica Sector were approaching the point where Aaron could walk away from his company with a reasonable pension. Monica, an elementary school teacher, still had five years left before she joined her husband “in retirement.” The Sectors had been caught up in...
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...
