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...
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...
