by Joseph Falbo, CFP®, AIF®, CRC® | Dec 15, 2022 | Retirement Planning
Deciding Which Retirement Option is Best for You When you think of retirement, do you imagine riding off into the sunset with your significant other? Or do you imagine staggering your retirements to occur at different times? There are certainly pros and cons to both...
by Joseph Falbo, CFP®, AIF®, CRC® | Nov 22, 2022 | financial education
Our investment philosophy is based on long-term investing principles, which means when markets get bumpy, investors are encouraged to remain disciplined and stick to their plan. But these straightforward mantras aren’t always easy to follow when put to the test. We...
by Joseph Falbo, CFP®, AIF®, CRC® | Oct 1, 2022 | Business Planning, Education Planning, Estate Planning, Financial Wellness, Investment Planning, Retirement Planning
Watching your parents age can be tough, especially if their health or cognitive abilities start to decline. Figuring out their needs, understanding the options, and making decisions can feel overwhelming. And there may come a point in their final phase of life when...
by Joseph Falbo, CFP®, AIF®, CRC® | Sep 27, 2022 | Financial Wellness
Stock market volatility? No problem. At least it shouldn’t be if you have a solid financial life plan. They say that volatility (and the discomfort that comes along with it) is par for the investing course. And while this is true, it doesn’t make market dips any less...
by Joseph Falbo, CFP®, AIF®, CRC® | Aug 17, 2022 | Retirement Planning
What will your story say? For most people, writing is tough—not just from a grammatical standpoint, but from a topical standpoint. What should I write about? What should I say? What will others think of my work? And when it comes down to it, we are often our own...
