by Joseph Falbo, CFP®, AIF®, CRC® | May 16, 2024 | Retirement Planning
When it comes to planning a stable financial and retirement plan, one critical factor often gets overlooked until it’s too late: the cost of long-term care. Many of us wonder whether we can afford to self-insure for such care if needed, and how this decision...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 22, 2024 | Uncategorized
Many people envision their upcoming retirement as a rewarding period filled with opportunities to pursue long-held passions and enjoy well-deserved leisure. However, transitioning into retirement is not just about enjoying newfound free time but also navigating a...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 9, 2024 | Retirement Planning
Retirement marks a significant transition in life, often greeted with a mix of excitement and apprehension. While the prospect of leaving the workforce brings the promise of freedom and leisure, it also introduces a new set of financial challenges. As a retirement...
by Joseph Falbo, CFP®, AIF®, CRC® | Mar 22, 2024 | Uncategorized
Enhancing Your Golden Years with Smart Financial Steps For retirees, optimizing financial strategies is a continual journey toward ensuring a stable and fulfilling lifestyle. Navigating the complexities of living off your accumulated assets requires careful planning....
by Joseph Falbo, CFP®, AIF®, CRC® | Feb 16, 2024 | Uncategorized
How Couples Can Maintain a Healthy Relationship During Retirement Retirement is a significant life transition that affects not only the person retiring but also their relationships, particularly with their spouse. This period offers an opportunity to redefine the...
