by Joseph Falbo, CFP®, AIF®, CRC® | Jan 11, 2024 | Retirement Planning, Uncategorized
Retirement marks a significant chapter in your life, filled with both long-term aspirations and the enjoyment of day-to-day experiences. While retirement planning often focuses on the long haul, like planning for a stable income and managing healthcare costs, the...
by Joseph Falbo, CFP®, AIF®, CRC® | Dec 13, 2023 | Financial Wellness, Uncategorized
For many families, 2024 may turn out to be an inflection point when their trajectory finally turns positive after three years of languishing in pandemic and post-pandemic struggles. But it’s not going to happen automatically. Whatever your life ambitions, it...
by Joseph Falbo, CFP®, AIF®, CRC® | Oct 9, 2023 | Lifestyle
In our busy lives, we often assume we’re giving enough quality time to our families. Yet, brief encounters between work, school, and extracurricular activities often lack meaningful interaction. For genuine connection, engaging in shared hobbies can help families...
by Joseph Falbo, CFP®, AIF®, CRC® | Aug 3, 2023 | Lifestyle
Knowing how much money you’ll need in retirement is important, but it’s equally vital to have a plan to make the most of it. In the past, traditional retirement planning focused primarily on financial issues, viewing retirement as an economic event. If you managed to...
by Joseph Falbo, CFP®, AIF®, CRC® | Jul 13, 2023 | financial education
For as long as there has been money, it has been widely debated whether it can buy happiness. Of course, the answer largely depends on how one defines “happiness,” which is a subjective definition rooted in one’s relationship with money. Therefore, for those seeking...
