by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Financial Wellness
Diversification explained: The two cornerstones of any investment strategy that, makes sense, are asset allocation and diversification. If you are not doing the correct diversification you are basically betting on some sector of the markets to do better than others....
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 20, 2019 | Media, Retirement Planning
“Retirement Success: Hiring Your Functional Retirement Advisor” is my new book that shows you how to recognize a trustworthy, empathetic person who puts emphasis on plans, not financial products…in other words, a fully Functional Retirement Advisor (FRA)....
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 20, 2019 | Financial Wellness
George Kinder, widely recognized as one of the chief educators and influencers in the financial planning profession and someone who I have trained extensively with, talks about why “the whole financial planning process is wrong.” Click here to see why. The...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 20, 2019 | Lifestyle
Who knew that, with a few lifestyle adjustments, we could all live happily and healthily to our 100th birthday and beyond? Read about it here The opinions voiced in this article are for general information only. They are not intended to provide specific advice or...
