by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | Retirement Planning
One of my clients was not looking forward to her retirement at all. For the two years leading up to the day she would leave her job as a teacher, she fretted about what she would do and how she would feel when she didn’t have to teach anymore. “It’s funny, but I don’t...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 21, 2019 | financial education
“We do not have, never have had, and never will have an opinion about where the stock market, interest rates or business activity will be a year from now.”– Warren Buffett, the world’s most admired, least imitated investor, in his annual letter...
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...
