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...
by Joseph Falbo, CFP®, AIF®, CRC® | May 26, 2023 | Estate Planning
Legacy and estate planning play a crucial role in managing your assets and seeking to ensure your life wishes are fulfilled. While it may not be the most exciting aspect of financial planning, it is one of the most important, especially when it comes to the well-being...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 18, 2023 | Lifestyle
How many times a day do you give thanks for your gifts, your family, and for the blessings in your life? I’ll admit, some days I am not as intentional about expressing the gratitude I should. Immediately, though, when I realize I haven’t done so, I understand why I...
by Joseph Falbo, CFP®, AIF®, CRC® | Apr 6, 2023 | financial education
I recently read a book called “The Gap and The Gain: The High Achievers’ Guide to Happiness, Confidence, and Success” by Dan Sullivan and Dr. Benjamin Hardy. While it’s not written specifically about finance or investing, the message sure resonates with...
